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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 | $807 | $47,105-98.3% | $68,368-98.8% | $67,986-98.8% |
| Participation rate | 66.2% | 51.8%+14.4pp | 73.8%-7.5pp | 57.2%+9.0pp |
| Annual return | 9072.46% | 48.37%+9024.1pp | 292.57%+8779.9pp | 31.67%+9040.8pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $719 | $2,374-69.7% | $4,123-82.6% | $3,358-78.6% |
| Admin fee / account holder | $242 | $2,435-90.1% | $5,150-95.3% | $3,203-92.4% |