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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 | $7,553 | $29,051-74.0% | $52,425-85.6% | $67,986-88.9% |
| Participation rate | 54.1% | 30.4%+23.7pp | 55.6%-1.5pp | 57.2%-3.1pp |
| Annual return | 18.47% | 24.00%-5.5pp | 302.12%-283.7pp | 31.67%-13.2pp |
| Employer contribution / active EE | $351 | $412-14.7% | $914-61.6% | $2,019-82.6% |
| Participant deferral / active EE | $749 | $873-14.2% | $1,790-58.2% | $3,358-77.7% |
| Admin fee / account holder | $158 | $2,113-92.5% | $2,495-93.7% | $3,203-95.1% |