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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 | $29,063 | $65,125-55.4% | $143,797-79.8% | $66,949-56.6% |
| Participation rate | 48.5% | 65.2%-16.7pp | 80.3%-31.8pp | 69.8%-21.3pp |
| Annual return | -18.25% | -11.13%-7.1pp | -0.04%-18.2pp | 1.57%-19.8pp |
| Employer contribution / active EE | $1,897 | $2,362-19.7% | $4,952-61.7% | $2,545-25.5% |
| Participant deferral / active EE | $2,489 | $2,920-14.8% | $5,638-55.9% | $4,239-41.3% |
| Admin fee / account holder | $21 | $503-95.8% | $14,679-99.9% | $594-96.4% |