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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $2,339 | $46,596-95.0% | $64,099-96.4% | $75,181-96.9% |
| Participation rate | 68.4% | 65.9%+2.5pp | 72.3%-3.9pp | 67.2%+1.2pp |
| Annual return | 17.40% | 26.04%-8.6pp | 33.70%-16.3pp | 160.69%-143.3pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,748-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,088 | $2,837-61.7% | $3,881-72.0% | $4,126-73.6% |
| Admin fee / account holder | $94 | $2,954-96.8% | $3,070-96.9% | $5,650-98.3% |