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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,818 | $42,909-67.8% | $60,906-77.3% | $68,486-79.8% |
| Participation rate | 46.3% | 66.8%-20.4pp | 73.1%-26.8pp | 67.9%-21.6pp |
| Annual return | -17.97% | -13.99%-4.0pp | 16.94%-34.9pp | -7.85%-10.1pp |
| Employer contribution / active EE | $760 | $1,979-61.6% | $2,703-71.9% | $2,597-70.7% |
| Participant deferral / active EE | $1,442 | $2,866-49.7% | $3,814-62.2% | $4,028-64.2% |
| Admin fee / account holder | $1 | $3,104-100.0% | $3,227-100.0% | $5,404-100.0% |