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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 | $31,105-75.7% | $53,647-85.9% | $64,097-88.2% |
| Participation rate | 54.1% | 30.7%+23.5pp | 56.3%-2.1pp | 55.2%-1.1pp |
| Annual return | 18.47% | 22.54%-4.1pp | 358.33%-339.9pp | 34.64%-16.2pp |
| Employer contribution / active EE | $351 | $441-20.3% | $962-63.5% | $1,891-81.4% |
| Participant deferral / active EE | $749 | $896-16.4% | $1,813-58.7% | $3,080-75.7% |
| Admin fee / account holder | $158 | $2,195-92.8% | $2,460-93.6% | $3,454-95.4% |