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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $425 | $47,135-99.1% | $149,717-99.7% | $74,440-99.4% |
| Participation rate | 28.2% | 63.4%-35.2pp | 78.8%-50.6pp | 70.7%-42.6pp |
| Annual return | 0.00% | 22.75%-22.8pp | 134.41%-134.4pp | 34.37%-34.4pp |
| Employer contribution / active EE | $0 | $1,906-100.0% | $4,820-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $126 | $2,728-95.4% | $5,682-97.8% | $4,529-97.2% |
| Admin fee / account holder | $52 | $343-84.7% | $13,213-99.6% | $348-84.9% |