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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.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,336 | $50,199-69.4% | $70,098-78.1% | $66,930-77.1% |
| Participation rate | 62.3% | 66.3%-4.0pp | 70.5%-8.2pp | 69.8%-7.5pp |
| Annual return | -14.82% | -13.85%-1.0pp | 190.76%-205.6pp | 1.57%-16.4pp |
| Employer contribution / active EE | $5 | $1,864-99.7% | $2,560-99.8% | $2,545-99.8% |
| Participant deferral / active EE | $1,383 | $3,112-55.5% | $3,849-64.1% | $4,238-67.4% |
| Admin fee / account holder | $24 | $600-96.0% | $6,266-99.6% | $593-96.0% |