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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 | $11,169 | $58,888-81.0% | $178,499-93.7% | $73,493-84.8% |
| Participation rate | 38.2% | 66.2%-28.1pp | 81.9%-43.8pp | 70.7%-32.5pp |
| Annual return | 30.37% | 24.86%+5.5pp | 151.10%-120.7pp | 28.51%+1.9pp |
| Employer contribution / active EE | $445 | $2,236-80.1% | $5,011-91.1% | $2,270-80.4% |
| Participant deferral / active EE | $538 | $2,568-79.0% | $5,202-89.7% | $3,740-85.6% |
| Admin fee / account holder | $10 | $400-97.5% | $13,986-99.9% | $513-98.1% |