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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $11,576 | $47,977-75.9% | $154,108-92.5% | $56,289-79.4% |
| Participation rate | 64.9% | 66.2%-1.3pp | 83.0%-18.1pp | 69.9%-5.0pp |
| Annual return | -1.91% | 3.54%-5.4pp | 735.21%-737.1pp | -9.96%+8.0pp |
| Employer contribution / active EE | $770 | $2,169-64.5% | $5,298-85.5% | $2,111-63.5% |
| Participant deferral / active EE | $831 | $2,392-65.2% | $5,081-83.6% | $3,350-75.2% |
| Admin fee / account holder | $13 | $438-97.1% | $13,411-99.9% | $521-97.5% |