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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 | $18,202 | $88,324-79.4% | $115,038-84.2% | $55,191-67.0% |
| Participation rate | 1.9% | 72.5%-70.6pp | 81.4%-79.4pp | 69.2%-67.2pp |
| Annual return | 0.00% | 6.30%-6.3pp | 26.14%-26.1pp | 10.78%-10.8pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $298 | $5,042-94.1% | $6,026-95.1% | $3,046-90.2% |
| Admin fee / account holder | $57 | $105-46.3% | $8,175-99.3% | $91-37.7% |