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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 | $1,365 | $45,312-97.0% | $86,233-98.4% | $67,986-98.0% |
| Participation rate | 62.9% | 42.4%+20.4pp | 69.0%-6.2pp | 57.2%+5.6pp |
| Annual return | 0.00% | 24.79%-24.8pp | 61.39%-61.4pp | 31.67%-31.7pp |
| Employer contribution / active EE | $0 | $1,160-100.0% | $2,504-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $901 | $2,185-58.7% | $4,559-80.2% | $3,358-73.2% |
| Admin fee / account holder | $205 | $3,295-93.8% | $8,342-97.5% | $3,203-93.6% |