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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 | $7,613 | $58,093-86.9% | $80,022-90.5% | $56,289-86.5% |
| Participation rate | 38.0% | 73.6%-35.6pp | 75.8%-37.8pp | 69.9%-31.9pp |
| Annual return | 0.00% | 34.63%-34.6pp | 11.22%-11.2pp | -9.96%+10.0pp |
| Employer contribution / active EE | $1,675 | $1,933-13.3% | $2,468-32.1% | $2,111-20.6% |
| Participant deferral / active EE | $1,191 | $3,136-62.0% | $3,686-67.7% | $3,350-64.4% |
| Admin fee / account holder | $0 | $623-100.0% | $6,521-100.0% | $521-100.0% |