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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 | $3,766 | $76,696-95.1% | $96,515-96.1% | $71,511-94.7% |
| Participation rate | 53.3% | 66.6%-13.2pp | 74.3%-21.0pp | 67.9%-14.6pp |
| Annual return | 32.11% | 48.32%-16.2pp | 35.73%-3.6pp | 28.86%+3.3pp |
| Employer contribution / active EE | $1,660 | $3,032-45.2% | $3,740-55.6% | $2,589-35.9% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $43 | $2,030-97.9% | $6,735-99.4% | $1,588-97.3% |