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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.
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 | $38,481 | $44,425-13.4% | $67,834-43.3% | $55,167-30.2% |
| Participation rate | 41.0% | 59.7%-18.7pp | 68.8%-27.8pp | 69.0%-28.0pp |
| Annual return | 8.30% | 17.80%-9.5pp | 138.47%-130.2pp | 169.23%-160.9pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,403-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,611 | $2,166+20.6% | $3,160-17.4% | $3,054-14.5% |
| Admin fee / account holder | $103 | $530-80.6% | $4,622-97.8% | $504-79.5% |