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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 | $16,096 | $72,770-77.9% | $67,652-76.2% | $55,191-70.8% |
| Participation rate | 69.6% | 78.8%-9.2pp | 75.7%-6.1pp | 69.2%+0.4pp |
| Annual return | -0.28% | -3.26%+3.0pp | 6625.40%-6625.7pp | 10.78%-11.1pp |
| Employer contribution / active EE | $462 | $1,769-73.9% | $2,266-79.6% | $1,899-75.6% |
| Participant deferral / active EE | $1,890 | $3,408-44.5% | $3,560-46.9% | $3,046-37.9% |
| Admin fee / account holder | $9 | $79-88.6% | $4,821-99.8% | $91-90.1% |