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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,394 | $35,986-79.5% | $77,513-90.5% | $73,493-89.9% |
| Participation rate | 27.7% | 40.8%-13.2pp | 54.2%-26.5pp | 70.7%-43.0pp |
| Annual return | 128.54% | 19.26%+109.3pp | 54.81%+73.7pp | 28.51%+100.0pp |
| Employer contribution / active EE | $65 | $557-88.3% | $987-93.4% | $2,270-97.1% |
| Participant deferral / active EE | $510 | $1,198-57.5% | $1,861-72.6% | $3,740-86.4% |
| Admin fee / account holder | $135 | $466-71.0% | $2,859-95.3% | $513-73.6% |