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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 | $2,490 | $3,611,051-99.9% | $123,894-98.0% | $329,111-99.2% |
| Participation rate | 1.4% | 60.7%-59.3pp | 81.4%-80.0pp | 67.9%-66.4pp |
| Annual return | 11.66% | 14.13%-2.5pp | 47.52%-35.9pp | 16.35%-4.7pp |
| Employer contribution / active EE | $0 | $1,947-100.0% | $4,617-100.0% | $2,303-100.0% |
| Participant deferral / active EE | $17 | $4,426-99.6% | $5,984-99.7% | $3,682-99.5% |
| Admin fee / account holder | $17 | $9,731-99.8% | $8,357-99.8% | $754-97.8% |