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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 | $47,864 | $86,692-44.8% | $119,634-60.0% | $66,949-28.5% |
| Participation rate | 59.0% | 75.6%-16.6pp | 79.3%-20.3pp | 69.8%-10.8pp |
| Annual return | -19.00% | -8.00%-11.0pp | -14.98%-4.0pp | 1.57%-20.6pp |
| Employer contribution / active EE | $2,297 | $2,536-9.4% | $4,232-45.7% | $2,545-9.8% |
| Participant deferral / active EE | $3,673 | $4,360-15.8% | $5,601-34.4% | $4,239-13.3% |
| Admin fee / account holder | $0 | $755-100.0% | $10,329-100.0% | $594-100.0% |