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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $3,616 | $59,105-93.9% | $159,991-97.7% | $66,930-94.6% |
| Participation rate | 58.4% | 68.1%-9.7pp | 78.0%-19.6pp | 69.8%-11.4pp |
| Annual return | -13.01% | -12.26%-0.8pp | 408.82%-421.8pp | 1.57%-14.6pp |
| Employer contribution / active EE | $0 | $1,983-100.0% | $4,225-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,035 | $4,395-53.7% | $6,183-67.1% | $4,238-52.0% |
| Admin fee / account holder | $152 | $591-74.3% | $8,715-98.3% | $593-74.4% |