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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 | $42,909-78.7% | $152,093-94.0% | $71,012-87.1% |
| Participation rate | 63.3% | 54.7%+8.7pp | 77.8%-14.5pp | 58.6%+4.8pp |
| Annual return | 33.80% | 30.57%+3.2pp | 66.36%-32.6pp | 37.67%-3.9pp |
| Employer contribution / active EE | $1,047 | $1,369-23.5% | $4,175-74.9% | $2,348-55.4% |
| Participant deferral / active EE | $1,743 | $1,904-8.5% | $5,451-68.0% | $3,246-46.3% |
| Admin fee / account holder | $252 | $1,014-75.2% | $14,497-98.3% | $1,167-78.4% |