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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 | $61,982 | $58,888+5.3% | $178,499-65.3% | $73,493-15.7% |
| Participation rate | 53.5% | 66.2%-12.7pp | 81.9%-28.4pp | 70.7%-17.2pp |
| Annual return | 15.65% | 24.86%-9.2pp | 151.10%-135.5pp | 28.51%-12.9pp |
| Employer contribution / active EE | $1,128 | $2,236-49.6% | $5,011-77.5% | $2,270-50.3% |
| Participant deferral / active EE | $2,609 | $2,568+1.6% | $5,202-49.9% | $3,740-30.2% |
| Admin fee / account holder | $0 | $400-100.0% | $13,986-100.0% | $513-100.0% |