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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,236 | $65,125-93.5% | $143,797-97.1% | $66,949-93.7% |
| Participation rate | 26.8% | 65.2%-38.4pp | 80.3%-53.5pp | 69.8%-43.0pp |
| Annual return | -10.57% | -11.13%+0.6pp | -0.04%-10.5pp | 1.57%-12.1pp |
| Employer contribution / active EE | $464 | $2,362-80.4% | $4,952-90.6% | $2,545-81.8% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,239-100.0% |
| Admin fee / account holder | $6 | $503-98.9% | $14,679-100.0% | $594-99.0% |