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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,824 | $93,131-54.0% | $106,554-59.8% | $86,821-50.7% |
| Participation rate | 41.1% | 81.4%-40.3pp | 76.1%-35.0pp | 72.3%-31.2pp |
| Annual return | 8.58% | 19.45%-10.9pp | 26.80%-18.2pp | 97.94%-89.4pp |
| Employer contribution / active EE | $3,865 | $2,895+33.5% | $2,819+37.1% | $2,406+60.7% |
| Participant deferral / active EE | $0 | $4,708-100.0% | $4,398-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $7,408-100.0% | $170-100.0% |