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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 | $42,478 | $52,961-19.8% | $172,752-75.4% | $65,185-34.8% |
| Participation rate | 58.5% | 66.2%-7.7pp | 82.6%-24.1pp | 70.2%-11.7pp |
| Annual return | 4.22% | 30.12%-25.9pp | 802.97%-798.7pp | 29.38%-25.2pp |
| Employer contribution / active EE | $966 | $2,190-55.9% | $5,144-81.2% | $2,177-55.6% |
| Participant deferral / active EE | $1,336 | $2,471-45.9% | $5,198-74.3% | $3,514-62.0% |
| Admin fee / account holder | $39 | $472-91.8% | $13,955-99.7% | $847-95.4% |