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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 | $44,746-98.1% | $88,179-99.1% | $64,097-98.7% |
| Participation rate | 58.7% | 39.8%+18.9pp | 69.1%-10.5pp | 55.2%+3.5pp |
| Annual return | 106.11% | 24.70%+81.4pp | 64.97%+41.1pp | 34.64%+71.5pp |
| Employer contribution / active EE | $292 | $1,078-72.9% | $2,549-88.6% | $1,891-84.6% |
| Participant deferral / active EE | $317 | $2,072-84.7% | $4,614-93.1% | $3,080-89.7% |
| Admin fee / account holder | $31 | $3,437-99.1% | $7,673-99.6% | $3,454-99.1% |