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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 | $45,900-98.2% | $94,057-99.1% | $64,340-98.7% |
| Participation rate | 66.2% | 50.6%+15.6pp | 73.3%-7.1pp | 55.2%+11.0pp |
| Annual return | 9072.46% | 50.47%+9022.0pp | 480.62%+8591.8pp | 24.14%+9048.3pp |
| Employer contribution / active EE | $0 | $1,612-100.0% | $2,933-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $719 | $2,102-65.8% | $4,709-84.7% | $2,980-75.9% |
| Admin fee / account holder | $242 | $3,143-92.3% | $7,244-96.7% | $3,703-93.5% |