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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,526 | $60,165-31.0% | $74,184-44.0% | $55,167-24.7% |
| Participation rate | 61.0% | 74.2%-13.1pp | 76.6%-15.6pp | 69.0%-8.0pp |
| Annual return | 4.05% | 10.00%-5.9pp | 17.74%-13.7pp | 169.23%-165.2pp |
| Employer contribution / active EE | $778 | $1,600-51.4% | $2,370-67.2% | $1,963-60.4% |
| Participant deferral / active EE | $2,456 | $2,973-17.4% | $3,550-30.8% | $3,054-19.6% |
| Admin fee / account holder | $0 | $419-100.0% | $5,586-100.0% | $504-100.0% |