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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,190 | $91,439-98.7% | $135,974-99.1% | $71,511-98.3% |
| Participation rate | 66.7% | 75.7%-9.0pp | 81.9%-15.3pp | 67.9%-1.3pp |
| Annual return | 22.63% | 29.90%-7.3pp | 68.30%-45.7pp | 28.86%-6.2pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $621 | $7,093-91.2% | $7,760-92.0% | $4,291-85.5% |
| Admin fee / account holder | $38 | $1,267-97.0% | $10,767-99.6% | $1,588-97.6% |