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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 | $12,349 | $54,573-77.4% | $90,970-86.4% | $73,493-83.2% |
| Participation rate | 26.8% | 61.2%-34.4pp | 69.0%-42.2pp | 70.7%-43.9pp |
| Annual return | 32.61% | 16.69%+15.9pp | 134.58%-102.0pp | 28.51%+4.1pp |
| Employer contribution / active EE | $266 | $991-73.2% | $2,122-87.5% | $2,270-88.3% |
| Participant deferral / active EE | $539 | $2,517-78.6% | $3,373-84.0% | $3,740-85.6% |
| Admin fee / account holder | $98 | $521-81.1% | $5,960-98.3% | $513-80.8% |