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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 | $32,537 | $99,957-67.4% | $149,715-78.3% | $73,493-55.7% |
| Participation rate | 66.0% | 75.7%-9.7pp | 82.5%-16.5pp | 70.7%-4.7pp |
| Annual return | 81.04% | 53.87%+27.2pp | 276.66%-195.6pp | 28.51%+52.5pp |
| Employer contribution / active EE | $2,092 | $3,191-34.5% | $4,645-55.0% | $2,270-7.9% |
| Participant deferral / active EE | $4,498 | $6,073-25.9% | $6,842-34.3% | $3,740+20.3% |
| Admin fee / account holder | $233 | $551-57.8% | $9,310-97.5% | $513-54.7% |