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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 | $12,382 | $30,423-59.3% | $56,025-77.9% | $74,478-83.4% |
| Participation rate | 55.1% | 32.9%+22.2pp | 52.5%+2.6pp | 67.2%-12.1pp |
| Annual return | 20.69% | 24.97%-4.3pp | 1712.69%-1692.0pp | 1370.56%-1349.9pp |
| Employer contribution / active EE | $798 | $610+30.7% | $1,042-23.4% | $2,626-69.6% |
| Participant deferral / active EE | $799 | $1,176-32.0% | $1,955-59.1% | $4,350-81.6% |
| Admin fee / account holder | $150 | $2,363-93.7% | $2,828-94.7% | $1,946-92.3% |