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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 | $12,060 | $48,364-75.1% | $71,796-83.2% | $62,881-80.8% |
| Participation rate | 36.1% | 60.6%-24.5pp | 69.1%-33.0pp | 69.3%-33.2pp |
| Annual return | 6.69% | 13.16%-6.5pp | 78.04%-71.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,066 | $2,091-1.2% | $2,794-26.1% | $3,203-35.5% |
| Admin fee / account holder | $78 | $3,771-97.9% | $4,815-98.4% | $4,296-98.2% |