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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 | $132,044 | $64,176+105.8% | $112,263+17.6% | $66,949+97.2% |
| Participation rate | 67.1% | 68.4%-1.4pp | 75.1%-8.0pp | 69.8%-2.7pp |
| Annual return | -25.38% | -13.80%-11.6pp | 27.49%-52.9pp | 1.57%-27.0pp |
| Employer contribution / active EE | $2,245 | $3,007-25.3% | $3,636-38.3% | $2,545-11.8% |
| Participant deferral / active EE | $6,518 | $3,694+76.5% | $4,729+37.8% | $4,239+53.8% |
| Admin fee / account holder | $116 | $626-81.5% | $6,410-98.2% | $594-80.4% |