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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,464 | $39,458-65.9% | $60,547-77.8% | $55,191-75.6% |
| Participation rate | 25.3% | 59.6%-34.3pp | 68.0%-42.7pp | 69.2%-43.9pp |
| Annual return | 1.15% | 3.35%-2.2pp | 335.64%-334.5pp | 10.78%-9.6pp |
| Employer contribution / active EE | $183 | $1,210-84.9% | $2,419-92.4% | $1,899-90.4% |
| Participant deferral / active EE | $581 | $2,140-72.8% | $3,328-82.5% | $3,046-80.9% |
| Admin fee / account holder | $3 | $95-96.5% | $4,536-99.9% | $91-96.3% |