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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 | $536 | $47,974-98.9% | $129,031-99.6% | $69,255-99.2% |
| Participation rate | 38.4% | 29.2%+9.2pp | 73.4%-34.9pp | 69.0%-30.6pp |
| Annual return | 32.06% | 116.92%-84.9pp | 34.67%-2.6pp | 26.73%+5.3pp |
| Employer contribution / active EE | $12 | $755-98.4% | $3,226-99.6% | $2,645-99.6% |
| Participant deferral / active EE | $179 | $1,143-84.3% | $5,217-96.6% | $2,890-93.8% |
| Admin fee / account holder | $23 | $2,691-99.2% | $13,208-99.8% | $733-96.9% |