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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 | $21,467 | $65,125-67.0% | $143,797-85.1% | $66,949-67.9% |
| Participation rate | 57.1% | 65.2%-8.1pp | 80.3%-23.2pp | 69.8%-12.7pp |
| Annual return | -20.50% | -11.13%-9.4pp | -0.04%-20.5pp | 1.57%-22.1pp |
| Employer contribution / active EE | $1,635 | $2,362-30.8% | $4,952-67.0% | $2,545-35.8% |
| Participant deferral / active EE | $2,637 | $2,920-9.7% | $5,638-53.2% | $4,239-37.8% |
| Admin fee / account holder | $23 | $503-95.5% | $14,679-99.8% | $594-96.2% |