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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).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,377 | $82,678-65.7% | $125,391-77.4% | $68,490-58.6% |
| Participation rate | 46.2% | 75.1%-28.9pp | 82.4%-36.2pp | 67.9%-21.7pp |
| Annual return | -21.56% | -5.97%-15.6pp | 572.41%-594.0pp | -7.85%-13.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,626 | $6,111-24.3% | $7,448-37.9% | $4,028+14.9% |
| Admin fee / account holder | $53 | $6,277-99.2% | $10,009-99.5% | $5,403-99.0% |