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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 | $1,702 | $27,243-93.8% | $52,425-96.8% | $79,634-97.9% |
| Participation rate | 31.5% | 22.4%+9.1pp | 55.6%-24.1pp | 62.5%-31.0pp |
| Annual return | 131.18% | 63.36%+67.8pp | 302.12%-170.9pp | 36.46%+94.7pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $358 | $636-43.6% | $1,790-80.0% | $3,835-90.7% |
| Admin fee / account holder | $73 | $2,105-96.5% | $2,495-97.1% | $1,002-92.7% |