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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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $31,292 | $155,795-79.9% | $136,298-77.0% | $69,631-55.1% |
| Participation rate | 46.7% | 75.2%-28.6pp | 81.9%-35.2pp | 70.7%-24.0pp |
| Annual return | 17.84% | 232464.33%-232446.5pp | 5156.27%-5138.4pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $341 | $2,991-88.6% | $4,696-92.7% | $2,032-83.2% |
| Participant deferral / active EE | $2,212 | $5,394-59.0% | $6,247-64.6% | $3,224-31.4% |
| Admin fee / account holder | $81 | $128-37.2% | $9,244-99.1% | $110-27.0% |