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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.
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 | $4,611 | $34,634-86.7% | $77,081-94.0% | $64,814-92.9% |
| Participation rate | 18.3% | 49.8%-31.5pp | 67.9%-49.6pp | 71.5%-53.2pp |
| Annual return | -25.85% | -5.31%-20.5pp | 42.33%-68.2pp | 32.84%-58.7pp |
| Employer contribution / active EE | $252 | $1,385-81.8% | $2,813-91.1% | $2,507-90.0% |
| Participant deferral / active EE | $678 | $2,553-73.5% | $4,428-84.7% | $4,310-84.3% |
| Admin fee / account holder | $27 | $178-84.9% | $5,427-99.5% | $188-85.7% |