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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.
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 | $31,098 | $104,479-70.2% | $159,474-80.5% | $79,391-60.8% |
| Participation rate | 59.2% | 76.6%-17.4pp | 82.8%-23.6pp | 70.7%-11.5pp |
| Annual return | 38.49% | 67.98%-29.5pp | 263.68%-225.2pp | 116.88%-78.4pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,831-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $7,094 | $6,468+9.7% | $7,353-3.5% | $4,046+75.3% |
| Admin fee / account holder | $167 | $711-76.5% | $10,802-98.5% | $627-73.3% |