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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,845 | $23,385-66.5% | $69,182-88.7% | $57,658-86.4% |
| Participation rate | 13.2% | 37.9%-24.8pp | 55.1%-42.0pp | 70.2%-57.1pp |
| Annual return | 2.77% | -659.34%+662.1pp | -21.93%+24.7pp | 5.13%-2.4pp |
| Employer contribution / active EE | $80 | $422-81.1% | $1,206-93.4% | $1,974-96.0% |
| Participant deferral / active EE | $421 | $843-50.1% | $1,897-77.8% | $3,061-86.3% |
| Admin fee / account holder | $141 | $82+71.4% | $2,697-94.8% | $95+48.9% |