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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 | $29,380 | $42,546-30.9% | $71,796-59.1% | $55,167-46.7% |
| Participation rate | 43.8% | 59.1%-15.3pp | 69.1%-25.3pp | 69.0%-25.2pp |
| Annual return | 6.36% | 12.36%-6.0pp | 78.04%-71.7pp | 169.23%-162.9pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,710 | $2,064-17.1% | $2,794-38.8% | $3,054-44.0% |
| Admin fee / account holder | $21 | $650-96.8% | $4,815-99.6% | $504-95.9% |