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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,520 | $65,083-77.7% | $143,788-89.9% | $66,930-78.3% |
| Participation rate | 27.4% | 65.2%-37.8pp | 80.3%-52.9pp | 69.8%-42.4pp |
| Annual return | -19.17% | -11.13%-8.0pp | -0.03%-19.1pp | 1.57%-20.7pp |
| Employer contribution / active EE | $597 | $2,361-74.7% | $4,952-87.9% | $2,545-76.5% |
| Participant deferral / active EE | $1,033 | $2,920-64.6% | $5,638-81.7% | $4,238-75.6% |
| Admin fee / account holder | $79 | $502-84.2% | $14,675-99.5% | $593-86.6% |