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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 | $13,885 | $55,453-75.0% | $170,439-91.9% | $62,293-77.7% |
| Participation rate | 46.5% | 66.4%-19.8pp | 83.6%-37.1pp | 69.5%-23.0pp |
| Annual return | 15.95% | 21.38%-5.4pp | 205.94%-190.0pp | 28.90%-13.0pp |
| Employer contribution / active EE | $397 | $2,164-81.7% | $5,433-92.7% | $2,042-80.6% |
| Participant deferral / active EE | $622 | $2,303-73.0% | $4,939-87.4% | $3,169-80.4% |
| Admin fee / account holder | $50 | $455-89.0% | $13,881-99.6% | $479-89.5% |