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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $7,415 | $37,044-80.0% | $71,796-89.7% | $57,658-87.1% |
| Participation rate | 32.3% | 61.1%-28.8pp | 69.1%-36.8pp | 70.2%-37.9pp |
| Annual return | 36.12% | 12.64%+23.5pp | 78.04%-41.9pp | 5.13%+31.0pp |
| Employer contribution / active EE | $80 | $720-88.9% | $1,924-95.8% | $1,974-95.9% |
| Participant deferral / active EE | $1,065 | $1,974-46.1% | $2,794-61.9% | $3,061-65.2% |
| Admin fee / account holder | $25 | $101-75.5% | $4,815-99.5% | $95-73.8% |