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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 | $27,876-93.9% | $83,854-98.0% | $65,191-97.4% |
| Participation rate | 31.5% | 23.2%+8.3pp | 59.1%-27.6pp | 63.0%-31.5pp |
| Annual return | 131.18% | 305.90%-174.7pp | 31.39%+99.8pp | 51.24%+79.9pp |
| Employer contribution / active EE | $0 | $472-100.0% | $1,017-100.0% | $2,400-100.0% |
| Participant deferral / active EE | $358 | $580-38.2% | $2,035-82.4% | $2,671-86.6% |
| Admin fee / account holder | $73 | $1,497-95.1% | $3,197-97.7% | $907-91.9% |