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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 | $837 | $48,050-98.3% | $96,754-99.1% | $64,340-98.7% |
| Participation rate | 58.7% | 40.6%+18.1pp | 70.3%-11.6pp | 55.2%+3.4pp |
| Annual return | 106.11% | 23.41%+82.7pp | 82.04%+24.1pp | 24.14%+82.0pp |
| Employer contribution / active EE | $292 | $1,204-75.8% | $2,679-89.1% | $1,862-84.3% |
| Participant deferral / active EE | $317 | $2,191-85.5% | $4,758-93.3% | $2,980-89.3% |
| Admin fee / account holder | $31 | $3,741-99.2% | $8,905-99.6% | $3,703-99.2% |