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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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $38,120 | $64,909-41.3% | $82,313-53.7% | $62,293-38.8% |
| Participation rate | 61.6% | 74.9%-13.3pp | 76.9%-15.3pp | 69.5%-7.9pp |
| Annual return | 13.19% | 21.18%-8.0pp | 25.88%-12.7pp | 28.90%-15.7pp |
| Employer contribution / active EE | $910 | $1,676-45.7% | $2,428-62.5% | $2,042-55.4% |
| Participant deferral / active EE | $3,517 | $3,103+13.3% | $3,706-5.1% | $3,169+11.0% |
| Admin fee / account holder | $45 | $440-89.8% | $5,608-99.2% | $479-90.6% |