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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 | $22,384 | $42,546-47.4% | $71,796-68.8% | $55,167-59.4% |
| Participation rate | 30.4% | 59.1%-28.7pp | 69.1%-38.7pp | 69.0%-38.6pp |
| Annual return | 7.68% | 12.36%-4.7pp | 78.04%-70.4pp | 169.23%-161.5pp |
| Employer contribution / active EE | $631 | $803-21.4% | $1,924-67.2% | $1,963-67.8% |
| Participant deferral / active EE | $763 | $2,064-63.0% | $2,794-72.7% | $3,054-75.0% |
| Admin fee / account holder | $123 | $650-81.1% | $4,815-97.5% | $504-75.7% |