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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 | $9,219 | $46,732-80.3% | $156,551-94.1% | $55,167-83.3% |
| Participation rate | 69.1% | 65.8%+3.3pp | 84.0%-14.9pp | 69.0%+0.1pp |
| Annual return | 8.64% | 17.72%-9.1pp | 32.23%-23.6pp | 169.23%-160.6pp |
| Employer contribution / active EE | $1,311 | $2,105-37.7% | $5,501-76.2% | $1,963-33.2% |
| Participant deferral / active EE | $264 | $2,204-88.0% | $4,871-94.6% | $3,054-91.4% |
| Admin fee / account holder | $4 | $418-98.9% | $13,028-100.0% | $504-99.1% |