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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $37,165 | $55,453-33.0% | $170,435-78.2% | $62,293-40.3% |
| Participation rate | 41.0% | 66.4%-25.4pp | 83.6%-42.6pp | 69.5%-28.5pp |
| Annual return | 9.86% | 21.38%-11.5pp | 205.94%-196.1pp | 28.90%-19.0pp |
| Employer contribution / active EE | $591 | $2,164-72.7% | $5,432-89.1% | $2,042-71.0% |
| Participant deferral / active EE | $1,169 | $2,303-49.2% | $4,939-76.3% | $3,169-63.1% |
| Admin fee / account holder | $71 | $455-84.4% | $13,881-99.5% | $479-85.2% |