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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 | $69,433 | $52,293+32.8% | $178,503-61.1% | $73,412-5.4% |
| Participation rate | 9.7% | 65.3%-55.7pp | 81.9%-72.3pp | 72.2%-62.5pp |
| Annual return | 15.76% | 34.75%-19.0pp | 151.12%-135.4pp | 59.30%-43.5pp |
| Employer contribution / active EE | $0 | $1,736-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $482 | $2,333-79.4% | $5,202-90.7% | $3,806-87.3% |
| Admin fee / account holder | $5 | $127-96.0% | $13,987-100.0% | $158-96.8% |