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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,972 | $53,204-81.3% | $155,556-93.6% | $200,096-95.0% |
| Participation rate | 24.4% | 64.1%-39.7pp | 78.2%-53.9pp | 72.0%-47.7pp |
| Annual return | 36.10% | 41.02%-4.9pp | 64.84%-28.7pp | 34.26%+1.8pp |
| Employer contribution / active EE | $165 | $1,850-91.1% | $4,675-96.5% | $3,038-94.6% |
| Participant deferral / active EE | $1,067 | $3,163-66.3% | $5,631-81.1% | $5,090-79.0% |
| Admin fee / account holder | $77 | $186-58.5% | $15,885-99.5% | $269-71.4% |