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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.
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 | $927 | $31,105-97.0% | $53,647-98.3% | $64,097-98.6% |
| Participation rate | 37.9% | 30.7%+7.2pp | 56.3%-18.4pp | 55.2%-17.3pp |
| Annual return | 34.34% | 22.54%+11.8pp | 358.33%-324.0pp | 34.64%-0.3pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $305 | $896-66.0% | $1,813-83.2% | $3,080-90.1% |
| Admin fee / account holder | $109 | $2,195-95.0% | $2,460-95.6% | $3,454-96.9% |