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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 | $7,002 | $59,220-88.2% | $96,570-92.7% | $79,391-91.2% |
| Participation rate | 49.1% | 61.9%-12.8pp | 69.8%-20.8pp | 70.7%-21.7pp |
| Annual return | 15.81% | 27.08%-11.3pp | 37.79%-22.0pp | 116.88%-101.1pp |
| Employer contribution / active EE | $836 | $1,216-31.2% | $2,357-64.5% | $2,428-65.5% |
| Participant deferral / active EE | $1,265 | $2,948-57.1% | $3,849-67.1% | $4,046-68.7% |
| Admin fee / account holder | $31 | $659-95.3% | $6,182-99.5% | $627-95.1% |