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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
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 | $2,105 | $28,416-92.6% | $73,550-97.1% | $69,631-97.0% |
| Participation rate | 17.0% | 38.3%-21.4pp | 54.9%-38.0pp | 70.7%-53.7pp |
| Annual return | 0.00% | -694.13%+694.1pp | -15.16%+15.2pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $85 | $430-80.2% | $1,219-93.0% | $2,032-95.8% |
| Participant deferral / active EE | $284 | $897-68.3% | $1,804-84.3% | $3,224-91.2% |
| Admin fee / account holder | $0 | $104-100.0% | $2,320-100.0% | $110-100.0% |