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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 | $45,312-98.2% | $86,233-99.0% | $67,986-98.8% |
| Participation rate | 58.7% | 42.4%+16.3pp | 69.0%-10.3pp | 57.2%+1.5pp |
| Annual return | 106.11% | 24.79%+81.3pp | 61.39%+44.7pp | 31.67%+74.4pp |
| Employer contribution / active EE | $292 | $1,160-74.9% | $2,504-88.4% | $2,019-85.6% |
| Participant deferral / active EE | $317 | $2,185-85.5% | $4,559-93.0% | $3,358-90.5% |
| Admin fee / account holder | $31 | $3,295-99.1% | $8,342-99.6% | $3,203-99.0% |