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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 | $10,689 | $63,924-83.3% | $108,582-90.2% | $55,167-80.6% |
| Participation rate | 23.4% | 74.3%-51.0pp | 79.6%-56.2pp | 69.0%-45.6pp |
| Annual return | 26.36% | 15.31%+11.1pp | -51.70%+78.1pp | 169.23%-142.9pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $780 | $3,067-74.6% | $4,311-81.9% | $3,054-74.5% |
| Admin fee / account holder | $173 | $618-72.1% | $7,645-97.7% | $504-65.8% |