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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $20,384 | $50,498-59.6% | $75,784-73.1% | $55,191-63.1% |
| Participation rate | 63.2% | 69.4%-6.2pp | 75.8%-12.6pp | 69.2%-6.0pp |
| Annual return | -0.80% | 1.80%-2.6pp | 9.68%-10.5pp | 10.78%-11.6pp |
| Employer contribution / active EE | $1,905 | $2,291-16.8% | $3,323-42.7% | $1,899+0.3% |
| Participant deferral / active EE | $624 | $2,589-75.9% | $3,652-82.9% | $3,046-79.5% |
| Admin fee / account holder | $80 | $123-34.9% | $5,300-98.5% | $91-11.7% |