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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 | $7,230 | $91,167-92.1% | $178,498-95.9% | $79,858-90.9% |
| Participation rate | 28.9% | 69.2%-40.3pp | 81.9%-53.0pp | 69.6%-40.7pp |
| Annual return | 12.16% | 24.19%-12.0pp | 151.09%-138.9pp | 31.72%-19.6pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $692 | $3,236-78.6% | $5,202-86.7% | $3,740-81.5% |
| Admin fee / account holder | $212 | $6,747-96.9% | $13,985-98.5% | $5,306-96.0% |