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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 | $4,874 | $46,360-89.5% | $147,617-96.7% | $52,331-90.7% |
| Participation rate | 57.4% | 64.9%-7.5pp | 84.6%-27.2pp | 68.1%-10.7pp |
| Annual return | -1.38% | 1.62%-3.0pp | 61.98%-63.4pp | 4.54%-5.9pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $311 | $2,258-86.2% | $4,895-93.7% | $3,022-89.7% |
| Admin fee / account holder | $77 | $766-89.9% | $11,612-99.3% | $592-86.9% |