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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 | $8,027 | $46,297-82.7% | $71,671-88.8% | $62,293-87.1% |
| Participation rate | 29.7% | 60.6%-31.0pp | 68.7%-39.1pp | 69.5%-39.8pp |
| Annual return | 13.54% | 22.32%-8.8pp | 20.65%-7.1pp | 28.90%-15.4pp |
| Employer contribution / active EE | $0 | $1,412-100.0% | $2,460-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $288 | $2,235-87.1% | $3,438-91.6% | $3,169-90.9% |
| Admin fee / account holder | $47 | $461-89.8% | $5,558-99.2% | $479-90.2% |