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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 | $5,507 | $59,140-90.7% | $160,037-96.6% | $66,949-91.8% |
| Participation rate | 47.9% | 68.1%-20.3pp | 78.0%-30.1pp | 69.8%-21.9pp |
| Annual return | 81.84% | -12.25%+94.1pp | 408.95%-327.1pp | 1.57%+80.3pp |
| Employer contribution / active EE | $895 | $1,982-54.8% | $4,226-78.8% | $2,545-64.8% |
| Participant deferral / active EE | $1,352 | $4,399-69.3% | $6,184-78.1% | $4,239-68.1% |
| Admin fee / account holder | $283 | $591-52.2% | $8,716-96.8% | $594-52.4% |