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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 | $1,864 | $104,497-98.2% | $159,487-98.8% | $79,389-97.7% |
| Participation rate | 66.0% | 76.6%-10.6pp | 82.8%-16.8pp | 70.7%-4.7pp |
| Annual return | 73.93% | 67.98%+6.0pp | 263.71%-189.8pp | 116.89%-43.0pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $4,831-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,360 | $6,468-79.0% | $7,354-81.5% | $4,046-66.4% |
| Admin fee / account holder | $59 | $711-91.7% | $10,804-99.5% | $626-90.5% |