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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $2,504 | $66,124-96.2% | $90,430-97.2% | $73,493-96.6% |
| Participation rate | 65.4% | 69.7%-4.3pp | 72.7%-7.3pp | 70.7%-5.3pp |
| Annual return | 19.15% | 17.65%+1.5pp | 1293.73%-1274.6pp | 28.51%-9.4pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,262-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $867 | $3,039-71.5% | $3,963-78.1% | $3,740-76.8% |
| Admin fee / account holder | $5 | $396-98.9% | $5,613-99.9% | $513-99.1% |