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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 | $12,010 | $37,196-67.7% | $154,114-92.2% | $55,725-78.4% |
| Participation rate | 28.5% | 64.1%-35.6pp | 83.0%-54.5pp | 70.9%-42.3pp |
| Annual return | -5.82% | 1319.68%-1325.5pp | 735.16%-741.0pp | 244.93%-250.8pp |
| Employer contribution / active EE | $385 | $1,614-76.2% | $5,298-92.7% | $2,078-81.5% |
| Participant deferral / active EE | $531 | $2,068-74.3% | $5,081-89.5% | $3,356-84.2% |
| Admin fee / account holder | $32 | $102-68.6% | $13,411-99.8% | $115-72.3% |