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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 | $10,118 | $36,002-71.9% | $161,489-93.7% | $64,728-84.4% |
| Participation rate | 30.2% | 57.4%-27.2pp | 78.7%-48.5pp | 57.9%-27.7pp |
| Annual return | 33.37% | 33.93%-0.6pp | 89.72%-56.4pp | 49.38%-16.0pp |
| Employer contribution / active EE | $112 | $1,380-91.9% | $4,268-97.4% | $2,243-95.0% |
| Participant deferral / active EE | $1,417 | $1,815-21.9% | $5,630-74.8% | $2,729-48.1% |
| Admin fee / account holder | $285 | $931-69.4% | $16,006-98.2% | $1,145-75.1% |