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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,014 | $65,092-55.4% | $143,799-79.8% | $66,938-56.7% |
| Participation rate | 22.1% | 65.2%-43.1pp | 80.3%-58.2pp | 69.8%-47.7pp |
| Annual return | -11.96% | -11.14%-0.8pp | -0.04%-11.9pp | 1.58%-13.5pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $960 | $2,920-67.1% | $5,638-83.0% | $4,238-77.4% |
| Admin fee / account holder | $53 | $502-89.5% | $14,677-99.6% | $594-91.1% |