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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 | $48,709 | $53,127-8.3% | $86,597-43.8% | $70,131-30.5% |
| Participation rate | 61.5% | 65.3%-3.8pp | 73.5%-12.0pp | 69.5%-8.0pp |
| Annual return | 15.73% | 27.66%-11.9pp | 964.96%-949.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $6,963 | $2,068+236.7% | $2,840+145.2% | $2,342+197.2% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $89 | $3,585-97.5% | $4,906-98.2% | $4,645-98.1% |