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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $14,075 | $37,039-62.0% | $147,618-90.5% | $59,188-76.2% |
| Participation rate | 60.7% | 63.8%-3.1pp | 84.6%-24.0pp | 69.4%-8.8pp |
| Annual return | -0.62% | 7.19%-7.8pp | 61.98%-62.6pp | 5.51%-6.1pp |
| Employer contribution / active EE | $35 | $1,353-97.4% | $5,565-99.4% | $2,098-98.3% |
| Participant deferral / active EE | $1,346 | $2,094-35.7% | $4,895-72.5% | $3,265-58.8% |
| Admin fee / account holder | $18 | $60-70.5% | $11,612-99.8% | $92-80.7% |