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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 | $36,140-79.1% | $73,658-89.7% | $64,340-88.3% |
| Participation rate | 54.1% | 31.0%+23.1pp | 57.0%-2.9pp | 55.2%-1.1pp |
| Annual return | 18.47% | 21.48%-3.0pp | 29.72%-11.3pp | 24.14%-5.7pp |
| Employer contribution / active EE | $351 | $443-20.7% | $1,032-66.0% | $1,862-81.1% |
| Participant deferral / active EE | $749 | $1,023-26.8% | $2,062-63.7% | $2,980-74.9% |
| Admin fee / account holder | $158 | $2,513-93.7% | $3,357-95.3% | $3,703-95.7% |