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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 | $9,150 | $46,464-80.3% | $150,298-93.9% | $79,634-88.5% |
| Participation rate | 63.3% | 57.0%+6.4pp | 77.8%-14.4pp | 62.5%+0.8pp |
| Annual return | 33.80% | 27.89%+5.9pp | 62.79%-29.0pp | 36.46%-2.7pp |
| Employer contribution / active EE | $1,047 | $1,512-30.8% | $4,154-74.8% | $2,529-58.6% |
| Participant deferral / active EE | $1,743 | $2,157-19.2% | $5,453-68.0% | $3,835-54.5% |
| Admin fee / account holder | $252 | $891-71.7% | $14,116-98.2% | $1,002-74.9% |