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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.
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 | $735 | $55,453-98.7% | $170,435-99.6% | $62,293-98.8% |
| Participation rate | 67.3% | 66.4%+1.0pp | 83.6%-16.3pp | 69.5%-2.2pp |
| Annual return | 1.05% | 21.38%-20.3pp | 205.94%-204.9pp | 28.90%-27.8pp |
| Employer contribution / active EE | $314 | $2,164-85.5% | $5,432-94.2% | $2,042-84.6% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |