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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 | $17,808 | $69,383-74.3% | $101,271-82.4% | $73,493-75.8% |
| Participation rate | 52.9% | 68.4%-15.4pp | 75.8%-22.9pp | 70.7%-17.7pp |
| Annual return | 17.77% | 18.46%-0.7pp | 46.48%-28.7pp | 28.51%-10.7pp |
| Employer contribution / active EE | $981 | $2,628-62.7% | $3,660-73.2% | $2,270-56.8% |
| Participant deferral / active EE | $1,067 | $3,301-67.7% | $4,371-75.6% | $3,740-71.5% |
| Admin fee / account holder | $39 | $704-94.5% | $5,948-99.3% | $513-92.4% |