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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $88,500 | $101,653-12.9% | $147,080-39.8% | $74,459+18.9% |
| Participation rate | 65.8% | 75.6%-9.8pp | 82.2%-16.4pp | 67.2%-1.5pp |
| Annual return | 28.83% | 8754.98%-8726.1pp | 420.17%-391.3pp | 1369.70%-1340.9pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $11,167 | $7,304+52.9% | $8,066+38.4% | $4,350+156.7% |
| Admin fee / account holder | $185 | $1,752-89.5% | $12,989-98.6% | $1,945-90.5% |