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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 | $4,254 | $70,879-94.0% | $189,597-97.8% | $79,389-94.6% |
| Participation rate | 67.3% | 68.0%-0.6pp | 78.4%-11.1pp | 70.7%-3.4pp |
| Annual return | 58.10% | 20.70%+37.4pp | 64.20%-6.1pp | 116.89%-58.8pp |
| Employer contribution / active EE | $0 | $1,806-100.0% | $4,412-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,909 | $4,081-53.2% | $6,174-69.1% | $4,046-52.8% |
| Admin fee / account holder | $208 | $647-67.8% | $9,807-97.9% | $626-66.8% |