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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $147,932 | $59,535+148.5% | $90,161+64.1% | $62,293+137.5% |
| Participation rate | 64.7% | 73.0%-8.3pp | 76.9%-12.2pp | 69.5%-4.8pp |
| Annual return | 23.39% | 23.53%-0.1pp | 34.89%-11.5pp | 28.90%-5.5pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,847 | $4,639+26.0% | $5,287+10.6% | $3,169+84.5% |
| Admin fee / account holder | $7 | $337-97.9% | $5,943-99.9% | $479-98.5% |