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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,733 | $52,722-77.7% | $90,440-87.0% | $73,412-84.0% |
| Participation rate | 39.2% | 67.7%-28.6pp | 72.7%-33.5pp | 72.2%-33.0pp |
| Annual return | 239.03% | 20.70%+218.3pp | 1294.38%-1055.4pp | 59.30%+179.7pp |
| Employer contribution / active EE | $217 | $1,872-88.4% | $3,263-93.3% | $2,234-90.3% |
| Participant deferral / active EE | $932 | $2,810-66.8% | $3,964-76.5% | $3,806-75.5% |
| Admin fee / account holder | $1 | $117-99.1% | $5,615-100.0% | $158-99.3% |