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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 | $35,730-96.8% | $158,223-99.3% | $83,436-98.6% |
| Participation rate | 44.6% | 59.7%-15.1pp | 79.2%-34.6pp | 73.2%-28.6pp |
| Annual return | 80.27% | 53.13%+27.1pp | 52.09%+28.2pp | 19.34%+60.9pp |
| Employer contribution / active EE | $226 | $1,450-84.4% | $4,109-94.5% | $4,072-94.5% |
| Participant deferral / active EE | $255 | $1,698-85.0% | $5,467-95.3% | $3,411-92.5% |
| Admin fee / account holder | $169 | $165+2.8% | $16,047-98.9% | $265-36.1% |