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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 | $67,304 | $65,376+2.9% | $87,104-22.7% | $65,185+3.3% |
| Participation rate | 12.1% | 75.3%-63.3pp | 76.9%-64.8pp | 70.2%-58.1pp |
| Annual return | 30.69% | 31.27%-0.6pp | 28.19%+2.5pp | 29.38%+1.3pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,213 | $3,388-64.2% | $4,048-70.0% | $3,514-65.5% |
| Admin fee / account holder | $5 | $520-99.0% | $7,491-99.9% | $847-99.4% |