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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 | $3,365 | $36,916-90.9% | $156,551-97.9% | $57,658-94.2% |
| Participation rate | 6.9% | 63.4%-56.6pp | 84.0%-77.1pp | 70.2%-63.4pp |
| Annual return | 9.58% | 12.38%-2.8pp | 32.23%-22.6pp | 5.13%+4.4pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $138 | $1,926-92.8% | $4,871-97.2% | $3,061-95.5% |
| Admin fee / account holder | $49 | $82-40.1% | $13,028-99.6% | $95-47.7% |