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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 | $15,474 | $52,639-70.6% | $185,117-91.6% | $62,293-75.2% |
| Participation rate | 24.6% | 63.9%-39.2pp | 77.3%-52.6pp | 69.5%-44.9pp |
| Annual return | 19.63% | 19.57%+0.1pp | 40.50%-20.9pp | 28.90%-9.3pp |
| Employer contribution / active EE | $552 | $1,483-62.8% | $4,182-86.8% | $2,042-73.0% |
| Participant deferral / active EE | $997 | $3,097-67.8% | $5,045-80.2% | $3,169-68.6% |
| Admin fee / account holder | $26 | $374-93.2% | $8,159-99.7% | $479-94.7% |