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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 | $2,746 | $45,343-93.9% | $150,298-98.2% | $67,986-96.0% |
| Participation rate | 66.9% | 51.9%+15.0pp | 77.8%-10.9pp | 57.2%+9.7pp |
| Annual return | 143.44% | 33.28%+110.2pp | 62.79%+80.7pp | 31.67%+111.8pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $581 | $2,055-71.7% | $5,453-89.3% | $3,358-82.7% |
| Admin fee / account holder | $250 | $2,250-88.9% | $14,116-98.2% | $3,203-92.2% |