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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 | $18,799 | $73,102-74.3% | $123,552-84.8% | $56,287-66.6% |
| Participation rate | 51.7% | 74.3%-22.6pp | 82.3%-30.6pp | 69.9%-18.2pp |
| Annual return | -14.06% | 3.01%-17.1pp | 119.20%-133.3pp | -9.96%-4.1pp |
| Employer contribution / active EE | $1,716 | $2,977-42.3% | $4,628-62.9% | $2,111-18.7% |
| Participant deferral / active EE | $2,758 | $5,423-49.1% | $6,426-57.1% | $3,350-17.7% |
| Admin fee / account holder | $228 | $554-58.9% | $9,285-97.5% | $521-56.3% |