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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $46,104 | $48,576-5.1% | $169,452-72.8% | $56,287-18.1% |
| Participation rate | 52.0% | 65.8%-13.8pp | 77.8%-25.8pp | 69.9%-17.9pp |
| Annual return | -5.84% | -2.51%-3.3pp | 1.83%-7.7pp | -9.96%+4.1pp |
| Employer contribution / active EE | $1,068 | $1,559-31.5% | $4,157-74.3% | $2,111-49.4% |
| Participant deferral / active EE | $1,935 | $3,275-40.9% | $5,277-63.3% | $3,350-42.2% |
| Admin fee / account holder | $0 | $435-100.0% | $9,110-100.0% | $521-100.0% |