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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.
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 | $36,285 | $47,977-24.4% | $154,108-76.5% | $56,289-35.5% |
| Participation rate | 45.0% | 66.2%-21.1pp | 83.0%-38.0pp | 69.9%-24.8pp |
| Annual return | -4.40% | 3.54%-7.9pp | 735.21%-739.6pp | -9.96%+5.6pp |
| Employer contribution / active EE | $212 | $2,169-90.2% | $5,298-96.0% | $2,111-90.0% |
| Participant deferral / active EE | $1,296 | $2,392-45.8% | $5,081-74.5% | $3,350-61.3% |
| Admin fee / account holder | $84 | $438-80.9% | $13,411-99.4% | $521-83.9% |