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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,191 | $44,714-83.9% | $91,227-92.1% | $66,949-89.3% |
| Participation rate | 58.5% | 65.0%-6.5pp | 73.2%-14.6pp | 69.8%-11.3pp |
| Annual return | 12.27% | -12.25%+24.5pp | 114.14%-101.9pp | 1.57%+10.7pp |
| Employer contribution / active EE | $787 | $1,710-54.0% | $2,851-72.4% | $2,545-69.1% |
| Participant deferral / active EE | $2,358 | $3,355-29.7% | $4,234-44.3% | $4,239-44.4% |
| Admin fee / account holder | $14 | $521-97.3% | $5,423-99.7% | $594-97.6% |