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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 | $1,242 | $27,243-95.4% | $52,425-97.6% | $79,634-98.4% |
| Participation rate | 47.9% | 22.4%+25.5pp | 55.6%-7.7pp | 62.5%-14.5pp |
| Annual return | 41.80% | 63.36%-21.6pp | 302.12%-260.3pp | 36.46%+5.3pp |
| Employer contribution / active EE | $307 | $319-3.8% | $914-66.4% | $2,529-87.9% |
| Participant deferral / active EE | $311 | $636-51.0% | $1,790-82.6% | $3,835-91.9% |
| Admin fee / account holder | $55 | $2,105-97.4% | $2,495-97.8% | $1,002-94.5% |