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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 | $81,331-95.3% | $155,534-97.5% | $80,935-95.3% |
| Participation rate | 69.8% | 66.3%+3.5pp | 78.2%-8.5pp | 67.7%+2.1pp |
| Annual return | 15.60% | 33.37%-17.8pp | 64.92%-49.3pp | 35.66%-20.1pp |
| Employer contribution / active EE | $389 | $3,105-87.5% | $4,675-91.7% | $2,757-85.9% |
| Participant deferral / active EE | $1,485 | $3,454-57.0% | $5,630-73.6% | $4,299-65.5% |
| Admin fee / account holder | $270 | $7,999-96.6% | $15,900-98.3% | $6,924-96.1% |