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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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,368 | $100,801+153.3% | $149,751+70.5% | $73,415+247.8% |
| Participation rate | 29.0% | 77.7%-48.7pp | 82.5%-53.5pp | 72.2%-43.2pp |
| Annual return | 13.27% | 265.34%-252.1pp | 276.71%-263.4pp | 59.30%-46.0pp |
| Employer contribution / active EE | $2,104 | $3,312-36.5% | $4,646-54.7% | $2,234-5.8% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $2 | $181-98.7% | $9,312-100.0% | $158-98.5% |