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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $19,267 | $55,446-65.3% | $155,574-87.6% | $74,429-74.1% |
| Participation rate | 65.1% | 61.9%+3.2pp | 78.2%-13.1pp | 67.2%-2.1pp |
| Annual return | 15.07% | 269.20%-254.1pp | 64.87%-49.8pp | 1368.38%-1353.3pp |
| Employer contribution / active EE | $696 | $2,266-69.3% | $4,676-85.1% | $2,625-73.5% |
| Participant deferral / active EE | $811 | $2,836-71.4% | $5,629-85.6% | $4,348-81.4% |
| Admin fee / account holder | $114 | $1,743-93.5% | $15,914-99.3% | $1,944-94.1% |