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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 | $5,581 | $80,177-93.0% | $123,894-95.5% | $57,658-90.3% |
| Participation rate | 51.3% | 74.4%-23.1pp | 81.4%-30.1pp | 70.2%-18.9pp |
| Annual return | 7.03% | 17.90%-10.9pp | 47.52%-40.5pp | 5.13%+1.9pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,188 | $5,130-76.8% | $5,984-80.1% | $3,061-61.2% |
| Admin fee / account holder | $36 | $106-66.3% | $8,357-99.6% | $95-62.1% |