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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,408 | $107,378-89.4% | $108,582-89.5% | $57,658-80.2% |
| Participation rate | 18.0% | 77.1%-59.1pp | 79.6%-61.6pp | 70.2%-52.2pp |
| Annual return | 24.74% | 12.80%+11.9pp | -51.70%+76.4pp | 5.13%+19.6pp |
| Employer contribution / active EE | $0 | $1,782-100.0% | $3,758-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $537 | $3,221-83.3% | $4,311-87.5% | $3,061-82.4% |
| Admin fee / account holder | $87 | $108-19.7% | $7,645-98.9% | $95-7.9% |