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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.
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 | $9,063 | $47,977-81.1% | $154,108-94.1% | $56,289-83.9% |
| Participation rate | 16.9% | 66.2%-49.2pp | 83.0%-66.1pp | 69.9%-52.9pp |
| Annual return | 0.00% | 3.54%-3.5pp | 735.21%-735.2pp | -9.96%+10.0pp |
| Employer contribution / active EE | $201 | $2,169-90.7% | $5,298-96.2% | $2,111-90.5% |
| Participant deferral / active EE | $796 | $2,392-66.7% | $5,081-84.3% | $3,350-76.2% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |