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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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,695 | $52,967-72.3% | $172,753-91.5% | $65,186-77.5% |
| Participation rate | 52.0% | 66.2%-14.2pp | 82.6%-30.6pp | 70.2%-18.2pp |
| Annual return | 12.48% | 30.12%-17.6pp | 803.00%-790.5pp | 29.39%-16.9pp |
| Employer contribution / active EE | $486 | $2,190-77.8% | $5,144-90.5% | $2,177-77.7% |
| Participant deferral / active EE | $2,185 | $2,471-11.6% | $5,198-58.0% | $3,514-37.8% |
| Admin fee / account holder | $174 | $472-63.2% | $13,956-98.8% | $847-79.5% |