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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,201 | $52,293-82.4% | $178,499-94.8% | $73,412-87.5% |
| Participation rate | 63.0% | 65.3%-2.3pp | 81.9%-18.9pp | 72.2%-9.2pp |
| Annual return | 771.57% | 34.75%+736.8pp | 151.10%+620.5pp | 59.30%+712.3pp |
| Employer contribution / active EE | $1,029 | $1,735-40.7% | $5,011-79.5% | $2,234-53.9% |
| Participant deferral / active EE | $1,953 | $2,332-16.3% | $5,202-62.5% | $3,806-48.7% |
| Admin fee / account holder | $76 | $127-40.6% | $13,986-99.5% | $158-52.1% |