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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.
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 | $47,591 | $100,033-52.4% | $149,716-68.2% | $70,124-32.1% |
| Participation rate | 68.1% | 83.6%-15.5pp | 87.1%-19.0pp | 69.5%-1.5pp |
| Annual return | 15.93% | 27.43%-11.5pp | 1501.67%-1485.7pp | 73.14%-57.2pp |
| Employer contribution / active EE | $1,028 | $3,661-71.9% | $5,444-81.1% | $2,342-56.1% |
| Participant deferral / active EE | $4,439 | $4,982-10.9% | $6,568-32.4% | $3,332+33.2% |
| Admin fee / account holder | $132 | $8,285-98.4% | $11,282-98.8% | $4,645-97.2% |