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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 | $7,932 | $115,744-93.1% | $100,415-92.1% | $200,096-96.0% |
| Participation rate | 5.5% | 85.7%-80.1pp | 81.5%-76.0pp | 72.0%-66.5pp |
| Annual return | 18.16% | 17.79%+0.4pp | 49.47%-31.3pp | 34.26%-16.1pp |
| Employer contribution / active EE | $0 | $3,657-100.0% | $3,943-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $151 | $9,844-98.5% | $8,091-98.1% | $5,090-97.0% |
| Admin fee / account holder | $14 | $93-84.4% | $7,906-99.8% | $269-94.6% |