Filed March 6, 2025
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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 | $12,766 | $61,166-79.1% | $185,849-93.1% | $79,391-83.9% |
| Participation rate | 10.8% | 66.6%-55.8pp | 81.7%-70.9pp | 70.7%-59.9pp |
| Annual return | 52.32% | 19.45%+32.9pp | 122.10%-69.8pp | 116.88%-64.6pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,169-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $407 | $2,789-85.4% | $5,569-92.7% | $4,046-89.9% |
| Admin fee / account holder | $165 | $710-76.8% | $16,244-99.0% | $627-73.7% |