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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 | $30,385-59.2% | $56,054-77.9% | $74,400-83.4% |
| Participation rate | 55.1% | 32.9%+22.2pp | 52.5%+2.6pp | 67.2%-12.1pp |
| Annual return | 20.69% | 24.92%-4.2pp | 1705.95%-1685.3pp | 1367.51%-1346.8pp |
| Employer contribution / active EE | $798 | $609+31.0% | $1,039-23.2% | $2,624-69.6% |
| Participant deferral / active EE | $799 | $1,174-31.9% | $1,952-59.1% | $4,348-81.6% |
| Admin fee / account holder | $150 | $2,361-93.7% | $2,822-94.7% | $1,944-92.3% |