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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.
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 | $31,558 | $50,812-37.9% | $155,602-79.7% | $77,692-59.4% |
| Participation rate | 33.3% | 63.1%-29.8pp | 78.2%-44.9pp | 70.6%-37.2pp |
| Annual return | 17.98% | 34.85%-16.9pp | 64.81%-46.8pp | 31.25%-13.3pp |
| Employer contribution / active EE | $220 | $1,989-88.9% | $4,675-95.3% | $2,726-91.9% |
| Participant deferral / active EE | $1,881 | $2,822-33.4% | $5,629-66.6% | $4,648-59.5% |
| Admin fee / account holder | $133 | $436-69.5% | $15,923-99.2% | $431-69.1% |