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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 | $10,307 | $56,918-81.9% | $182,558-94.4% | $65,186-84.2% |
| Participation rate | 49.7% | 66.5%-16.8pp | 78.0%-28.3pp | 70.2%-20.5pp |
| Annual return | 23.34% | 27.67%-4.3pp | 148.59%-125.3pp | 29.39%-6.0pp |
| Employer contribution / active EE | $314 | $1,615-80.5% | $4,076-92.3% | $2,177-85.6% |
| Participant deferral / active EE | $1,801 | $3,526-48.9% | $5,526-67.4% | $3,514-48.8% |
| Admin fee / account holder | $16 | $531-97.1% | $8,594-99.8% | $847-98.2% |