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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,396 | $65,125-34.9% | $143,797-70.5% | $66,949-36.7% |
| Participation rate | 37.5% | 65.2%-27.7pp | 80.3%-42.8pp | 69.8%-32.3pp |
| Annual return | -9.91% | -11.13%+1.2pp | -0.04%-9.9pp | 1.57%-11.5pp |
| Employer contribution / active EE | $780 | $2,362-67.0% | $4,952-84.2% | $2,545-69.3% |
| Participant deferral / active EE | $1,402 | $2,920-52.0% | $5,638-75.1% | $4,239-66.9% |
| Admin fee / account holder | $99 | $503-80.2% | $14,679-99.3% | $594-83.2% |