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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 | $40,177 | $58,099-30.8% | $76,902-47.8% | $75,177-46.6% |
| Participation rate | 26.1% | 63.9%-37.8pp | 69.6%-43.5pp | 67.2%-41.1pp |
| Annual return | 24.90% | 26.71%-1.8pp | 37.91%-13.0pp | 160.75%-135.9pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,534-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,833-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $4,778-100.0% | $5,479-100.0% | $5,651-100.0% |