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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.
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 | $22,947 | $89,652-74.4% | $141,191-83.7% | $65,185-64.8% |
| Participation rate | 48.1% | 74.7%-26.7pp | 82.5%-34.4pp | 70.2%-22.1pp |
| Annual return | 38.83% | 32.79%+6.0pp | 71.41%-32.6pp | 29.38%+9.4pp |
| Employer contribution / active EE | $930 | $3,065-69.7% | $4,736-80.4% | $2,177-57.3% |
| Participant deferral / active EE | $1,932 | $5,691-66.0% | $6,710-71.2% | $3,514-45.0% |
| Admin fee / account holder | $214 | $569-62.3% | $10,264-97.9% | $847-74.7% |