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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 | $12,866 | $47,456-72.9% | $172,753-92.6% | $77,775-83.5% |
| Participation rate | 12.2% | 66.3%-54.1pp | 82.6%-70.4pp | 73.2%-61.0pp |
| Annual return | 34.38% | 35.57%-1.2pp | 803.00%-768.6pp | 32.58%+1.8pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,144-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $275 | $2,560-89.3% | $5,198-94.7% | $3,966-93.1% |
| Admin fee / account holder | $48 | $81-40.4% | $13,956-99.7% | $100-51.9% |