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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.
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 | $44,040 | $58,726-25.0% | $92,240-52.3% | $62,293-29.3% |
| Participation rate | 17.5% | 68.3%-50.8pp | 76.5%-58.9pp | 69.5%-52.0pp |
| Annual return | 17.97% | 43.62%-25.6pp | 176.29%-158.3pp | 28.90%-10.9pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $721 | $2,766-73.9% | $3,897-81.5% | $3,169-77.2% |
| Admin fee / account holder | $13 | $556-97.8% | $5,194-99.8% | $479-97.4% |