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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 | $12,385 | $63,156-80.4% | $122,354-89.9% | $62,293-80.1% |
| Participation rate | 32.4% | 60.0%-27.6pp | 71.6%-39.2pp | 69.5%-37.1pp |
| Annual return | 17.10% | 20.61%-3.5pp | 30.28%-13.2pp | 28.90%-11.8pp |
| Employer contribution / active EE | $433 | $1,385-68.7% | $4,051-89.3% | $2,042-78.8% |
| Participant deferral / active EE | $770 | $2,321-66.8% | $3,287-76.6% | $3,169-75.7% |
| Admin fee / account holder | $35 | $440-92.1% | $5,479-99.4% | $479-92.7% |