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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,996 | $61,356+5.9% | $149,696-56.6% | $71,511-9.1% |
| Participation rate | 54.4% | 62.5%-8.1pp | 78.8%-24.3pp | 67.9%-13.5pp |
| Annual return | 12.01% | 35.86%-23.8pp | 134.46%-122.4pp | 28.86%-16.8pp |
| Employer contribution / active EE | $1,137 | $2,382-52.3% | $4,821-76.4% | $2,589-56.1% |
| Participant deferral / active EE | $1,756 | $2,920-39.8% | $5,682-69.1% | $4,291-59.1% |
| Admin fee / account holder | $29 | $1,263-97.7% | $13,212-99.8% | $1,588-98.1% |