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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.
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 | $9,042 | $46,360-80.5% | $147,618-93.9% | $52,331-82.7% |
| Participation rate | 22.0% | 64.9%-42.9pp | 84.6%-62.6pp | 68.1%-46.1pp |
| Annual return | -4.07% | 1.62%-5.7pp | 61.98%-66.1pp | 4.54%-8.6pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,565-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,098 | $2,258-51.3% | $4,895-77.6% | $3,022-63.7% |
| Admin fee / account holder | $3 | $766-99.6% | $11,612-100.0% | $592-99.4% |