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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,104 | $79,209-64.5% | $102,434-72.6% | $74,459-62.3% |
| Participation rate | 68.8% | 74.8%-6.0pp | 76.5%-7.8pp | 67.2%+1.5pp |
| Annual return | 24.99% | 54.98%-30.0pp | 29.46%-4.5pp | 1369.70%-1344.7pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,793 | $4,417-59.4% | $5,055-64.5% | $4,350-58.8% |
| Admin fee / account holder | $0 | $2,002-100.0% | $9,462-100.0% | $1,945-100.0% |