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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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,190 | $49,249-75.2% | $70,476-82.7% | $79,852-84.7% |
| Participation rate | 44.8% | 69.2%-24.3pp | 75.1%-30.2pp | 69.6%-24.8pp |
| Annual return | 13.67% | 30.09%-16.4pp | 109.12%-95.4pp | 31.72%-18.0pp |
| Employer contribution / active EE | $1,048 | $2,100-50.1% | $2,738-61.7% | $2,471-57.6% |
| Participant deferral / active EE | $1,728 | $2,769-37.6% | $3,710-53.4% | $3,740-53.8% |
| Admin fee / account holder | $1 | $2,878-100.0% | $3,847-100.0% | $5,306-100.0% |