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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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,165 | $63,924-90.4% | $108,582-94.3% | $55,167-88.8% |
| Participation rate | 31.3% | 74.3%-43.0pp | 79.6%-48.2pp | 69.0%-37.6pp |
| Annual return | 5.79% | 15.31%-9.5pp | -51.70%+57.5pp | 169.23%-163.4pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $442 | $3,067-85.6% | $4,311-89.7% | $3,054-85.5% |
| Admin fee / account holder | $0 | $618-99.9% | $7,645-100.0% | $504-99.9% |