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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.
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 | $11,225 | $39,245-71.4% | $64,105-82.5% | $52,331-78.5% |
| Participation rate | 32.4% | 58.2%-25.8pp | 68.2%-35.8pp | 68.1%-35.7pp |
| Annual return | 0.04% | 14.79%-14.8pp | 791.24%-791.2pp | 4.54%-4.5pp |
| Employer contribution / active EE | $351 | $736-52.3% | $1,820-80.7% | $1,882-81.3% |
| Participant deferral / active EE | $520 | $1,992-73.9% | $2,822-81.6% | $3,022-82.8% |
| Admin fee / account holder | $1 | $592-99.8% | $4,499-100.0% | $592-99.8% |