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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 | $101,499-84.6% | $147,005-89.4% | $74,546-79.1% |
| Participation rate | 62.6% | 75.5%-12.9pp | 82.2%-19.6pp | 67.2%-4.6pp |
| Annual return | 16.29% | 8732.34%-8716.1pp | 418.76%-402.5pp | 1366.03%-1349.7pp |
| Employer contribution / active EE | $1,534 | $3,811-59.7% | $4,934-68.9% | $2,624-41.5% |
| Participant deferral / active EE | $3,383 | $7,304-53.7% | $8,070-58.1% | $4,347-22.2% |
| Admin fee / account holder | $179 | $1,748-89.7% | $13,006-98.6% | $1,944-90.8% |