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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,141 | $49,468-97.7% | $150,298-99.2% | $103,975-98.9% |
| Participation rate | 44.6% | 58.1%-13.5pp | 77.8%-33.2pp | 72.5%-27.9pp |
| Annual return | 80.27% | 38.98%+41.3pp | 62.79%+17.5pp | 19.41%+60.9pp |
| Employer contribution / active EE | $226 | $1,670-86.5% | $4,154-94.6% | $3,722-93.9% |
| Participant deferral / active EE | $255 | $2,650-90.4% | $5,453-95.3% | $5,343-95.2% |
| Admin fee / account holder | $169 | $385-55.9% | $14,116-98.8% | $332-49.0% |