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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $26,693 | $38,925-31.4% | $73,836-63.8% | $55,191-51.6% |
| Participation rate | 20.9% | 66.0%-45.2pp | 73.4%-52.6pp | 69.2%-48.3pp |
| Annual return | 4.19% | 6.31%-2.1pp | 2268.06%-2263.9pp | 10.78%-6.6pp |
| Employer contribution / active EE | $76 | $1,695-95.5% | $2,787-97.3% | $1,899-96.0% |
| Participant deferral / active EE | $633 | $2,351-73.1% | $3,583-82.3% | $3,046-79.2% |
| Admin fee / account holder | $0 | $83-100.0% | $4,882-100.0% | $91-100.0% |