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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,733 | $65,092-46.6% | $143,799-75.8% | $66,938-48.1% |
| Participation rate | 39.3% | 65.2%-25.9pp | 80.3%-41.0pp | 69.8%-30.5pp |
| Annual return | -19.58% | -11.14%-8.4pp | -0.04%-19.5pp | 1.58%-21.2pp |
| Employer contribution / active EE | $612 | $2,362-74.1% | $4,952-87.6% | $2,545-76.0% |
| Participant deferral / active EE | $1,154 | $2,920-60.5% | $5,638-79.5% | $4,238-72.8% |
| Admin fee / account holder | $0 | $502-100.0% | $14,677-100.0% | $594-100.0% |