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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 | $36,002-74.6% | $161,489-94.3% | $64,728-85.9% |
| Participation rate | 63.3% | 57.4%+5.9pp | 78.7%-15.4pp | 57.9%+5.4pp |
| Annual return | 33.80% | 33.93%-0.1pp | 89.72%-55.9pp | 49.38%-15.6pp |
| Employer contribution / active EE | $1,047 | $1,380-24.1% | $4,268-75.5% | $2,243-53.3% |
| Participant deferral / active EE | $1,743 | $1,815-4.0% | $5,630-69.0% | $2,729-36.1% |
| Admin fee / account holder | $252 | $931-73.0% | $16,006-98.4% | $1,145-78.0% |