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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 | $53,216-81.3% | $155,534-93.6% | $199,960-95.0% |
| Participation rate | 24.4% | 64.1%-39.8pp | 78.2%-53.9pp | 72.0%-47.6pp |
| Annual return | 36.10% | 41.18%-5.1pp | 64.92%-28.8pp | 34.28%+1.8pp |
| Employer contribution / active EE | $165 | $1,848-91.1% | $4,675-96.5% | $3,036-94.6% |
| Participant deferral / active EE | $1,067 | $3,164-66.3% | $5,630-81.1% | $5,087-79.0% |
| Admin fee / account holder | $77 | $186-58.5% | $15,900-99.5% | $269-71.4% |