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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 | $16,331 | $62,715-74.0% | $104,299-84.3% | $66,949-75.6% |
| Participation rate | 22.4% | 59.6%-37.2pp | 73.3%-50.9pp | 69.8%-47.4pp |
| Annual return | -10.94% | -14.70%+3.8pp | 24.62%-35.6pp | 1.57%-12.5pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $3,373-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $779 | $2,852-72.7% | $4,626-83.2% | $4,239-81.6% |
| Admin fee / account holder | $67 | $657-89.7% | $7,339-99.1% | $594-88.6% |