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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 | $7,423 | $46,173-83.9% | $170,435-95.6% | $69,631-89.3% |
| Participation rate | 7.1% | 63.9%-56.8pp | 83.6%-76.5pp | 70.7%-63.6pp |
| Annual return | 19.64% | 21.62%-2.0pp | 205.94%-186.3pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $255 | $2,080-87.8% | $4,939-94.8% | $3,224-92.1% |
| Admin fee / account holder | $54 | $116-53.6% | $13,881-99.6% | $110-51.3% |