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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 | $2,749 | $55,437-95.0% | $155,534-98.2% | $74,459-96.3% |
| Participation rate | 63.9% | 61.9%+2.0pp | 78.2%-14.3pp | 67.2%-3.3pp |
| Annual return | 116.05% | 269.58%-153.5pp | 64.92%+51.1pp | 1369.70%-1253.7pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,280 | $2,837-54.9% | $5,630-77.3% | $4,350-70.6% |
| Admin fee / account holder | $74 | $1,742-95.8% | $15,900-99.5% | $1,945-96.2% |