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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 | $17,462 | $52,507-66.7% | $129,406-86.5% | $74,478-76.6% |
| Participation rate | 66.4% | 53.9%+12.5pp | 69.6%-3.3pp | 67.2%-0.8pp |
| Annual return | 14.03% | 15.64%-1.6pp | 9468.18%-9454.1pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $747 | $1,534-51.3% | $4,155-82.0% | $2,626-71.6% |
| Participant deferral / active EE | $1,298 | $2,801-53.7% | $4,167-68.9% | $4,350-70.2% |
| Admin fee / account holder | $263 | $2,639-90.0% | $7,689-96.6% | $1,946-86.5% |