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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 | $59,335-98.6% | $129,031-99.4% | $69,733-98.8% |
| Participation rate | 58.7% | 43.3%+15.4pp | 73.4%-14.7pp | 62.5%-3.8pp |
| Annual return | 106.11% | 19.52%+86.6pp | 34.67%+71.4pp | 15.22%+90.9pp |
| Employer contribution / active EE | $292 | $1,639-82.2% | $3,226-91.0% | $2,250-87.0% |
| Participant deferral / active EE | $317 | $2,485-87.2% | $5,217-93.9% | $3,054-89.6% |
| Admin fee / account holder | $31 | $3,940-99.2% | $13,208-99.8% | $3,102-99.0% |