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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 | $6,267 | $58,726-89.3% | $92,240-93.2% | $62,293-89.9% |
| Participation rate | 63.9% | 68.3%-4.4pp | 76.5%-12.6pp | 69.5%-5.6pp |
| Annual return | 50151.29% | 43.62%+50107.7pp | 176.29%+49975.0pp | 28.90%+50122.4pp |
| Employer contribution / active EE | $2,509 | $2,392+4.9% | $3,680-31.8% | $2,042+22.8% |
| Participant deferral / active EE | $180 | $2,766-93.5% | $3,897-95.4% | $3,169-94.3% |
| Admin fee / account holder | $64 | $556-88.5% | $5,194-98.8% | $479-86.6% |