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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 | $59,826 | $22,291+168.4% | $69,182-13.5% | $63,975-6.5% |
| Participation rate | 56.8% | 35.3%+21.6pp | 55.1%+1.7pp | 71.1%-14.3pp |
| Annual return | 6.89% | 9.30%-2.4pp | -21.93%+28.8pp | 48.65%-41.8pp |
| Employer contribution / active EE | $1,069 | $325+228.5% | $1,206-11.4% | $2,182-51.0% |
| Participant deferral / active EE | $2,354 | $808+191.5% | $1,897+24.1% | $3,356-29.9% |
| Admin fee / account holder | $9 | $73-87.4% | $2,697-99.7% | $70-86.9% |