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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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,087 | $62,723-75.9% | $142,898-89.4% | $86,821-82.6% |
| Participation rate | 6.1% | 62.6%-56.4pp | 72.0%-65.8pp | 72.3%-66.1pp |
| Annual return | 13.30% | 17.62%-4.3pp | 5639.64%-5626.3pp | 97.94%-84.6pp |
| Employer contribution / active EE | $0 | $1,627-100.0% | $4,146-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $125 | $3,039-95.9% | $3,838-96.7% | $4,132-97.0% |
| Admin fee / account holder | $152 | $140+8.7% | $6,560-97.7% | $170-10.5% |