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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 | $3,832 | $81,276-95.3% | $155,574-97.5% | $80,925-95.3% |
| Participation rate | 69.8% | 66.2%+3.5pp | 78.2%-8.4pp | 67.7%+2.1pp |
| Annual return | 15.60% | 33.36%-17.8pp | 64.87%-49.3pp | 35.65%-20.1pp |
| Employer contribution / active EE | $389 | $3,103-87.4% | $4,676-91.7% | $2,756-85.9% |
| Participant deferral / active EE | $1,485 | $3,453-57.0% | $5,629-73.6% | $4,299-65.5% |
| Admin fee / account holder | $270 | $7,993-96.6% | $15,914-98.3% | $6,940-96.1% |