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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,611 | $60,989-71.1% | $60,906-71.1% | $66,938-73.7% |
| Participation rate | 59.6% | 74.5%-14.9pp | 73.1%-13.5pp | 69.8%-10.2pp |
| Annual return | -16.39% | -9.60%-6.8pp | 16.94%-33.3pp | 1.58%-18.0pp |
| Employer contribution / active EE | $616 | $2,661-76.8% | $2,703-77.2% | $2,545-75.8% |
| Participant deferral / active EE | $1,539 | $3,615-57.4% | $3,814-59.6% | $4,238-63.7% |
| Admin fee / account holder | $0 | $338-100.0% | $3,227-100.0% | $594-100.0% |