Filed April 30, 2025
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,654 | $63,314-72.1% | $91,004-80.6% | $62,293-71.7% |
| Participation rate | 57.1% | 73.3%-16.2pp | 75.6%-18.5pp | 69.5%-12.4pp |
| Annual return | 24.65% | 21.00%+3.7pp | 4.60%+20.1pp | 28.90%-4.2pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,806 | $2,944-38.6% | $3,548-49.1% | $3,169-43.0% |
| Admin fee / account holder | $14 | $468-97.0% | $5,417-99.7% | $479-97.1% |