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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 | $14,887 | $55,453-73.2% | $170,435-91.3% | $62,293-76.1% |
| Participation rate | 66.4% | 66.4%+0.1pp | 83.6%-17.2pp | 69.5%-3.1pp |
| Annual return | 47.13% | 21.38%+25.8pp | 205.94%-158.8pp | 28.90%+18.2pp |
| Employer contribution / active EE | $1,540 | $2,164-28.8% | $5,432-71.7% | $2,042-24.6% |
| Participant deferral / active EE | $2,460 | $2,303+6.8% | $4,939-50.2% | $3,169-22.4% |
| Admin fee / account holder | $223 | $455-51.0% | $13,881-98.4% | $479-53.5% |