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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,710 | $45,041-85.1% | $63,003-89.3% | $70,131-90.4% |
| Participation rate | 56.6% | 69.5%-12.9pp | 74.8%-18.2pp | 69.5%-13.0pp |
| Annual return | 13.02% | 18.76%-5.7pp | 87.59%-74.6pp | 73.14%-60.1pp |
| Employer contribution / active EE | $1,020 | $2,052-50.3% | $2,760-63.0% | $2,342-56.5% |
| Participant deferral / active EE | $1,372 | $2,465-44.3% | $3,329-58.8% | $3,332-58.8% |
| Admin fee / account holder | $3 | $2,836-99.9% | $3,600-99.9% | $4,645-99.9% |