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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $8,265 | $45,126-81.7% | $85,187-90.3% | $74,459-88.9% |
| Participation rate | 59.7% | 49.4%+10.3pp | 67.5%-7.8pp | 67.2%-7.5pp |
| Annual return | -72.23% | 26.30%-98.5pp | 66.67%-138.9pp | 1369.70%-1441.9pp |
| Employer contribution / active EE | $910 | $1,460-37.7% | $2,732-66.7% | $2,626-65.3% |
| Participant deferral / active EE | $1,853 | $2,738-32.3% | $4,525-59.1% | $4,350-57.4% |
| Admin fee / account holder | $133 | $2,212-94.0% | $6,162-97.8% | $1,945-93.2% |