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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 | $2,749 | $55,470-95.0% | $155,556-98.2% | $74,478-96.3% |
| Participation rate | 63.9% | 61.9%+2.0pp | 78.2%-14.3pp | 67.2%-3.3pp |
| Annual return | 116.05% | 269.80%-153.8pp | 64.84%+51.2pp | 1370.56%-1254.5pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,280 | $2,838-54.9% | $5,631-77.3% | $4,350-70.6% |
| Admin fee / account holder | $74 | $1,744-95.8% | $15,885-99.5% | $1,946-96.2% |