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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 | $9,836 | $39,245-74.9% | $64,105-84.7% | $52,331-81.2% |
| Participation rate | 33.3% | 58.2%-24.9pp | 68.2%-34.8pp | 68.1%-34.8pp |
| Annual return | -0.66% | 14.79%-15.4pp | 791.24%-791.9pp | 4.54%-5.2pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,230 | $1,992-38.3% | $2,822-56.4% | $3,022-59.3% |
| Admin fee / account holder | $61 | $592-89.6% | $4,499-98.6% | $592-89.6% |