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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 | $7,646 | $50,898-85.0% | $171,082-95.5% | $55,167-86.1% |
| Participation rate | 64.5% | 63.3%+1.3pp | 76.7%-12.2pp | 69.0%-4.5pp |
| Annual return | 10.68% | 15.34%-4.7pp | 32.56%-21.9pp | 169.23%-158.6pp |
| Employer contribution / active EE | $340 | $1,433-76.3% | $4,002-91.5% | $1,963-82.7% |
| Participant deferral / active EE | $860 | $2,994-71.3% | $4,797-82.1% | $3,054-71.8% |
| Admin fee / account holder | $9 | $500-98.1% | $8,520-99.9% | $504-98.1% |