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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $37,443 | $61,166-38.8% | $185,849-79.9% | $79,391-52.8% |
| Participation rate | 34.8% | 66.6%-31.8pp | 81.7%-46.9pp | 70.7%-35.9pp |
| Annual return | 12.43% | 19.45%-7.0pp | 122.10%-109.7pp | 116.88%-104.5pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,169-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,883 | $2,789-32.5% | $5,569-66.2% | $4,046-53.5% |
| Admin fee / account holder | $5 | $710-99.3% | $16,244-100.0% | $627-99.2% |