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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,900 | $75,388-72.3% | $123,552-83.1% | $55,725-62.5% |
| Participation rate | 37.9% | 75.7%-37.7pp | 82.3%-44.4pp | 70.9%-32.9pp |
| Annual return | 33.05% | 4.48%+28.6pp | 119.20%-86.2pp | 244.93%-211.9pp |
| Employer contribution / active EE | $1,804 | $3,063-41.1% | $4,628-61.0% | $2,078-13.2% |
| Participant deferral / active EE | $3,636 | $5,651-35.6% | $6,426-43.4% | $3,356+8.4% |
| Admin fee / account holder | $197 | $120+64.2% | $9,285-97.9% | $115+70.8% |