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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,331 | $37,463-77.8% | $77,096-89.2% | $66,938-87.6% |
| Participation rate | 51.3% | 52.9%-1.6pp | 67.9%-16.6pp | 69.8%-18.5pp |
| Annual return | 3.31% | -3.25%+6.6pp | 42.35%-39.0pp | 1.58%+1.7pp |
| Employer contribution / active EE | $875 | $1,535-43.0% | $2,814-68.9% | $2,545-65.6% |
| Participant deferral / active EE | $2,451 | $2,621-6.5% | $4,429-44.7% | $4,238-42.2% |
| Admin fee / account holder | $128 | $568-77.5% | $5,428-97.6% | $594-78.5% |