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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 | $45,134 | $47,448-4.9% | $94,993-52.5% | $62,293-27.5% |
| Participation rate | 29.0% | 66.5%-37.5pp | 73.9%-44.9pp | 69.5%-40.5pp |
| Annual return | 8.21% | 22.64%-14.4pp | 27.14%-18.9pp | 28.90%-20.7pp |
| Employer contribution / active EE | $0 | $1,300-100.0% | $2,603-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,543 | $2,375-35.0% | $3,317-53.5% | $3,169-51.3% |
| Admin fee / account holder | $3 | $434-99.3% | $4,960-99.9% | $479-99.3% |