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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,179 | $21,965+160.3% | $59,496-3.9% | $59,188-3.4% |
| Participation rate | 55.5% | 32.6%+22.9pp | 54.6%+0.9pp | 69.4%-13.9pp |
| Annual return | 2.21% | 22.15%-19.9pp | 182.05%-179.8pp | 5.51%-3.3pp |
| Employer contribution / active EE | $1,038 | $316+228.1% | $1,153-10.0% | $2,098-50.5% |
| Participant deferral / active EE | $2,261 | $732+208.9% | $1,829+23.6% | $3,265-30.8% |
| Admin fee / account holder | $9 | $74-88.1% | $2,232-99.6% | $92-90.4% |