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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 | $10,516 | $46,297-77.3% | $71,671-85.3% | $62,293-83.1% |
| Participation rate | 25.3% | 60.6%-35.3pp | 68.7%-43.4pp | 69.5%-44.2pp |
| Annual return | 24.32% | 22.32%+2.0pp | 20.65%+3.7pp | 28.90%-4.6pp |
| Employer contribution / active EE | $0 | $1,412-100.0% | $2,460-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $651 | $2,235-70.9% | $3,438-81.1% | $3,169-79.5% |
| Admin fee / account holder | $7 | $461-98.5% | $5,558-99.9% | $479-98.6% |