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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 | $40,566-98.7% | $96,754-99.4% | $64,728-99.2% |
| Participation rate | 38.4% | 24.8%+13.6pp | 70.3%-31.8pp | 57.9%-19.5pp |
| Annual return | 32.06% | 93.20%-61.1pp | 82.04%-50.0pp | 49.38%-17.3pp |
| Employer contribution / active EE | $12 | $808-98.5% | $2,679-99.6% | $2,243-99.5% |
| Participant deferral / active EE | $179 | $933-80.8% | $4,758-96.2% | $2,729-93.4% |
| Admin fee / account holder | $23 | $2,770-99.2% | $8,905-99.7% | $1,145-98.0% |