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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,815 | $59,467-61.6% | $93,727-75.7% | $74,478-69.4% |
| Participation rate | 57.8% | 59.6%-1.8pp | 68.7%-10.9pp | 67.2%-9.4pp |
| Annual return | 11.24% | 82.14%-70.9pp | 133.83%-122.6pp | 1370.56%-1359.3pp |
| Employer contribution / active EE | $563 | $1,267-55.6% | $2,421-76.8% | $2,626-78.6% |
| Participant deferral / active EE | $1,849 | $3,052-39.4% | $4,417-58.1% | $4,350-57.5% |
| Admin fee / account holder | $43 | $3,028-98.6% | $8,292-99.5% | $1,946-97.8% |