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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,815 | $59,402-61.6% | $93,654-75.6% | $74,546-69.4% |
| Participation rate | 57.8% | 59.7%-1.9pp | 68.7%-10.9pp | 67.2%-9.4pp |
| Annual return | 11.24% | 81.86%-70.6pp | 133.34%-122.1pp | 1366.03%-1354.8pp |
| Employer contribution / active EE | $563 | $1,265-55.5% | $2,421-76.8% | $2,624-78.6% |
| Participant deferral / active EE | $1,849 | $3,049-39.4% | $4,413-58.1% | $4,347-57.5% |
| Admin fee / account holder | $43 | $3,023-98.6% | $8,282-99.5% | $1,944-97.8% |