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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,259 | $84,493-81.9% | $125,381-87.8% | $66,938-77.2% |
| Participation rate | 52.3% | 76.4%-24.1pp | 82.4%-30.1pp | 69.8%-17.5pp |
| Annual return | -14.58% | -8.49%-6.1pp | 572.31%-586.9pp | 1.58%-16.2pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,252 | $6,783-66.8% | $7,448-69.8% | $4,238-46.9% |
| Admin fee / account holder | $182 | $685-73.5% | $10,007-98.2% | $594-69.4% |