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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $44,022 | $48,053-8.4% | $84,623-48.0% | $72,983-39.7% |
| Participation rate | 1.8% | 57.6%-55.8pp | 68.2%-66.5pp | 69.5%-67.7pp |
| Annual return | 20.83% | 37.39%-16.6pp | 258.77%-237.9pp | 81.01%-60.2pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $793 | $2,681-70.4% | $3,899-79.7% | $3,608-78.0% |
| Admin fee / account holder | $23 | $3,395-99.3% | $4,913-99.5% | $5,124-99.6% |