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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,579 | $91,198-92.8% | $178,503-96.3% | $79,856-91.8% |
| Participation rate | 42.4% | 69.2%-26.8pp | 81.9%-39.5pp | 69.6%-27.2pp |
| Annual return | 16.39% | 24.20%-7.8pp | 151.12%-134.7pp | 31.71%-15.3pp |
| Employer contribution / active EE | $297 | $3,257-90.9% | $5,011-94.1% | $2,471-88.0% |
| Participant deferral / active EE | $929 | $3,237-71.3% | $5,202-82.1% | $3,741-75.2% |
| Admin fee / account holder | $10 | $6,748-99.9% | $13,987-99.9% | $5,306-99.8% |