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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 | $22,106 | $79,438-72.2% | $106,555-79.3% | $79,391-72.2% |
| Participation rate | 19.4% | 74.2%-54.7pp | 76.1%-56.7pp | 70.7%-51.3pp |
| Annual return | 27.86% | 18.27%+9.6pp | 26.80%+1.1pp | 116.88%-89.0pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,819-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $190 | $3,824-95.0% | $4,399-95.7% | $4,046-95.3% |
| Admin fee / account holder | $161 | $523-69.2% | $7,408-97.8% | $627-74.3% |