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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 | $18,661 | $42,546-56.1% | $71,796-74.0% | $55,167-66.2% |
| Participation rate | 23.4% | 59.1%-35.8pp | 69.1%-45.8pp | 69.0%-45.6pp |
| Annual return | 5.51% | 12.36%-6.9pp | 78.04%-72.5pp | 169.23%-163.7pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $396 | $2,064-80.8% | $2,794-85.8% | $3,054-87.0% |
| Admin fee / account holder | $81 | $650-87.5% | $4,815-98.3% | $504-83.9% |