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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,296 | $75,183-96.9% | $123,894-98.1% | $55,167-95.8% |
| Participation rate | 47.4% | 72.8%-25.4pp | 81.4%-34.0pp | 69.0%-21.6pp |
| Annual return | 6.81% | 19.01%-12.2pp | 47.52%-40.7pp | 169.23%-162.4pp |
| Employer contribution / active EE | $826 | $2,823-70.8% | $4,617-82.1% | $1,963-57.9% |
| Participant deferral / active EE | $4 | $5,084-99.9% | $5,984-99.9% | $3,054-99.9% |
| Admin fee / account holder | $227 | $663-65.7% | $8,357-97.3% | $504-54.9% |