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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.
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 | $67,004 | $46,732+43.4% | $156,551-57.2% | $55,167+21.5% |
| Participation rate | 68.2% | 65.8%+2.4pp | 84.0%-15.8pp | 69.0%-0.8pp |
| Annual return | -0.10% | 17.72%-17.8pp | 32.23%-32.3pp | 169.23%-169.3pp |
| Employer contribution / active EE | $2,036 | $2,105-3.3% | $5,501-63.0% | $1,963+3.8% |
| Participant deferral / active EE | $3,046 | $2,204+38.2% | $4,871-37.5% | $3,054-0.3% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |