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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 | $1,273 | $49,896-97.4% | $80,627-98.4% | $75,173-98.3% |
| Participation rate | 56.0% | 55.3%+0.7pp | 67.0%-11.0pp | 67.2%-11.2pp |
| Annual return | 22.18% | 34.67%-12.5pp | 936.76%-914.6pp | 160.72%-138.5pp |
| Employer contribution / active EE | $280 | $1,699-83.5% | $2,723-89.7% | $2,671-89.5% |
| Participant deferral / active EE | $664 | $2,992-77.8% | $4,443-85.0% | $4,126-83.9% |
| Admin fee / account holder | $118 | $3,578-96.7% | $5,381-97.8% | $5,651-97.9% |