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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $6,761 | $53,344-87.3% | $121,210-94.4% | $74,473-90.9% |
| Participation rate | 49.2% | 60.0%-10.8pp | 69.5%-20.3pp | 70.7%-21.5pp |
| Annual return | 42.34% | 35.15%+7.2pp | 987.41%-945.1pp | 34.36%+8.0pp |
| Employer contribution / active EE | $300 | $1,898-84.2% | $4,171-92.8% | $2,638-88.6% |
| Participant deferral / active EE | $2,108 | $3,220-34.5% | $4,084-48.4% | $4,530-53.5% |
| Admin fee / account holder | $181 | $382-52.5% | $5,647-96.8% | $347-47.8% |