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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 | $46,464-78.2% | $150,298-93.3% | $79,634-87.3% |
| Participation rate | 30.2% | 57.0%-26.8pp | 77.8%-47.6pp | 62.5%-32.3pp |
| Annual return | 33.37% | 27.89%+5.5pp | 62.79%-29.4pp | 36.46%-3.1pp |
| Employer contribution / active EE | $112 | $1,512-92.6% | $4,154-97.3% | $2,529-95.6% |
| Participant deferral / active EE | $1,417 | $2,157-34.3% | $5,453-74.0% | $3,835-63.0% |
| Admin fee / account holder | $285 | $891-68.0% | $14,116-98.0% | $1,002-71.6% |