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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,584 | $46,360-72.9% | $147,618-91.5% | $52,331-76.0% |
| Participation rate | 53.8% | 64.9%-11.2pp | 84.6%-30.8pp | 68.1%-14.3pp |
| Annual return | -1.24% | 1.62%-2.9pp | 61.98%-63.2pp | 4.54%-5.8pp |
| Employer contribution / active EE | $300 | $2,126-85.9% | $5,565-94.6% | $1,882-84.1% |
| Participant deferral / active EE | $529 | $2,258-76.6% | $4,895-89.2% | $3,022-82.5% |
| Admin fee / account holder | $30 | $766-96.1% | $11,612-99.7% | $592-94.9% |