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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 | $741 | $52,507-98.6% | $129,406-99.4% | $74,478-99.0% |
| Participation rate | 58.9% | 53.9%+5.0pp | 69.6%-10.7pp | 67.2%-8.3pp |
| Annual return | 0.00% | 15.64%-15.6pp | 9468.18%-9468.2pp | 1370.56%-1370.6pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $4,155-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $479 | $2,801-82.9% | $4,167-88.5% | $4,350-89.0% |
| Admin fee / account holder | $0 | $2,639-100.0% | $7,689-100.0% | $1,946-100.0% |