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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 | $101,539-12.8% | $147,041-39.8% | $74,400+19.0% |
| Participation rate | 65.8% | 75.5%-9.8pp | 82.2%-16.4pp | 67.2%-1.4pp |
| Annual return | 28.83% | 8740.84%-8712.0pp | 419.21%-390.4pp | 1367.51%-1338.7pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,935-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $11,167 | $7,304+52.9% | $8,071+38.4% | $4,348+156.8% |
| Admin fee / account holder | $185 | $1,749-89.4% | $13,006-98.6% | $1,944-90.5% |