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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 | $7,801 | $58,895-86.8% | $178,503-95.6% | $73,497-89.4% |
| Participation rate | 40.9% | 66.2%-25.4pp | 81.9%-41.1pp | 70.7%-29.8pp |
| Annual return | 11.04% | 24.86%-13.8pp | 151.12%-140.1pp | 28.51%-17.5pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $358 | $2,567-86.0% | $5,202-93.1% | $3,740-90.4% |
| Admin fee / account holder | $94 | $400-76.5% | $13,987-99.3% | $513-81.7% |