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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 | $14,010 | $41,377-66.1% | $109,313-87.2% | $62,881-77.7% |
| Participation rate | 28.7% | 57.5%-28.8pp | 71.3%-42.5pp | 69.3%-40.6pp |
| Annual return | 5.94% | 11.05%-5.1pp | 22.07%-16.1pp | 20.14%-14.2pp |
| Employer contribution / active EE | $352 | $1,276-72.4% | $3,892-90.9% | $2,281-84.6% |
| Participant deferral / active EE | $438 | $2,045-78.6% | $3,166-86.2% | $3,203-86.3% |
| Admin fee / account holder | $9 | $2,884-99.7% | $5,666-99.8% | $4,296-99.8% |