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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.
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 | $60,755 | $95,542-36.4% | $69,461-12.5% | $67,579-10.1% |
| Participation rate | 63.0% | 79.4%-16.4pp | 74.6%-11.6pp | 71.3%-8.3pp |
| Annual return | 19.36% | 17.67%+1.7pp | 28.97%-9.6pp | 378.56%-359.2pp |
| Employer contribution / active EE | $753 | $2,989-74.8% | $2,779-72.9% | $2,148-64.9% |
| Participant deferral / active EE | $1,515 | $3,263-53.6% | $3,536-57.2% | $3,539-57.2% |
| Admin fee / account holder | $39 | $90-56.6% | $3,840-99.0% | $142-72.6% |