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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 | $42,909-76.4% | $152,093-93.3% | $71,012-85.8% |
| Participation rate | 30.2% | 54.7%-24.5pp | 77.8%-47.6pp | 58.6%-28.4pp |
| Annual return | 33.37% | 30.57%+2.8pp | 66.36%-33.0pp | 37.67%-4.3pp |
| Employer contribution / active EE | $112 | $1,369-91.8% | $4,175-97.3% | $2,348-95.2% |
| Participant deferral / active EE | $1,417 | $1,904-25.6% | $5,451-74.0% | $3,246-56.3% |
| Admin fee / account holder | $285 | $1,014-71.9% | $14,497-98.0% | $1,167-75.6% |