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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.
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 | $22,942 | $60,165-61.9% | $74,184-69.1% | $55,167-58.4% |
| Participation rate | 60.2% | 74.2%-14.0pp | 76.6%-16.5pp | 69.0%-8.8pp |
| Annual return | 5.65% | 10.00%-4.3pp | 17.74%-12.1pp | 169.23%-163.6pp |
| Employer contribution / active EE | $263 | $1,600-83.6% | $2,370-88.9% | $1,963-86.6% |
| Participant deferral / active EE | $1,804 | $2,973-39.3% | $3,550-49.2% | $3,054-40.9% |
| Admin fee / account holder | $14 | $419-96.6% | $5,586-99.7% | $504-97.2% |