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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,613 | $101,591-84.6% | $147,096-89.4% | $74,429-79.0% |
| Participation rate | 62.6% | 75.5%-13.0pp | 82.2%-19.6pp | 67.2%-4.6pp |
| Annual return | 16.29% | 8746.45%-8730.2pp | 419.75%-403.5pp | 1368.38%-1352.1pp |
| Employer contribution / active EE | $1,534 | $3,813-59.8% | $4,936-68.9% | $2,625-41.6% |
| Participant deferral / active EE | $3,383 | $7,302-53.7% | $8,071-58.1% | $4,348-22.2% |
| Admin fee / account holder | $179 | $1,750-89.8% | $13,005-98.6% | $1,944-90.8% |