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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 | $6,569 | $37,440-82.5% | $77,081-91.5% | $66,930-90.2% |
| Participation rate | 38.5% | 52.9%-14.4pp | 67.9%-29.4pp | 69.8%-31.3pp |
| Annual return | -10.59% | -3.26%-7.3pp | 42.33%-52.9pp | 1.57%-12.2pp |
| Employer contribution / active EE | $769 | $1,534-49.8% | $2,813-72.7% | $2,545-69.8% |
| Participant deferral / active EE | $1,186 | $2,620-54.7% | $4,428-73.2% | $4,238-72.0% |
| Admin fee / account holder | $6 | $568-98.9% | $5,427-99.9% | $593-98.9% |