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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.
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 | $21,538 | $50,150-57.1% | $149,723-85.6% | $80,169-73.1% |
| Participation rate | 13.7% | 64.3%-50.6pp | 78.8%-65.1pp | 72.9%-59.2pp |
| Annual return | 17.08% | 29.80%-12.7pp | 134.50%-117.4pp | 40.39%-23.3pp |
| Employer contribution / active EE | $227 | $1,868-87.9% | $4,821-95.3% | $2,978-92.4% |
| Participant deferral / active EE | $402 | $3,195-87.4% | $5,682-92.9% | $5,016-92.0% |
| Admin fee / account holder | $60 | $153-60.6% | $13,215-99.5% | $145-58.5% |