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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 | $13,020 | $44,989-71.1% | $170,435-92.4% | $77,958-83.3% |
| Participation rate | 13.0% | 64.6%-51.6pp | 83.6%-70.6pp | 71.6%-58.6pp |
| Annual return | 21.50% | 19.61%+1.9pp | 205.94%-184.4pp | 20.87%+0.6pp |
| Employer contribution / active EE | $163 | $1,466-88.9% | $5,432-97.0% | $2,310-92.9% |
| Participant deferral / active EE | $458 | $2,208-79.2% | $4,939-90.7% | $3,537-87.0% |
| Admin fee / account holder | $16 | $69-76.8% | $13,881-99.9% | $97-83.5% |