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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $23,732 | $89,652-73.5% | $141,197-83.2% | $65,186-63.6% |
| Participation rate | 23.8% | 74.7%-50.9pp | 82.5%-58.7pp | 70.2%-46.4pp |
| Annual return | 26.37% | 32.79%-6.4pp | 71.41%-45.0pp | 29.39%-3.0pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,716 | $5,691-34.7% | $6,710-44.6% | $3,514+5.8% |
| Admin fee / account holder | $148 | $569-73.9% | $10,265-98.6% | $847-82.5% |