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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,257 | $27,800-73.9% | $58,561-87.6% | $71,511-89.9% |
| Participation rate | 67.4% | 34.6%+32.8pp | 50.9%+16.5pp | 67.9%-0.5pp |
| Annual return | 12.26% | 26.80%-14.5pp | 4251.33%-4239.1pp | 28.86%-16.6pp |
| Employer contribution / active EE | $583 | $632-7.7% | $1,053-44.7% | $2,589-77.5% |
| Participant deferral / active EE | $893 | $1,208-26.1% | $1,923-53.6% | $4,291-79.2% |
| Admin fee / account holder | $222 | $1,637-86.4% | $2,520-91.2% | $1,588-86.0% |