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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 | $9,543 | $54,717-82.6% | $86,209-88.9% | $71,495-86.7% |
| Participation rate | 32.7% | 60.1%-27.4pp | 69.0%-36.3pp | 67.9%-35.2pp |
| Annual return | 27.44% | 20.07%+7.4pp | 1169.05%-1141.6pp | 28.85%-1.4pp |
| Employer contribution / active EE | $639 | $1,267-49.5% | $2,381-73.2% | $2,589-75.3% |
| Participant deferral / active EE | $1,139 | $3,110-63.4% | $3,986-71.4% | $4,291-73.4% |
| Admin fee / account holder | $71 | $1,922-96.3% | $6,853-99.0% | $1,588-95.5% |