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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 | $23,345 | $53,412-56.3% | $68,509-65.9% | $52,331-55.4% |
| Participation rate | 38.8% | 71.7%-32.9pp | 74.7%-35.9pp | 68.1%-29.3pp |
| Annual return | 0.75% | 3.42%-2.7pp | 8.27%-7.5pp | 4.54%-3.8pp |
| Employer contribution / active EE | $447 | $1,607-72.2% | $2,278-80.4% | $1,882-76.3% |
| Participant deferral / active EE | $946 | $2,688-64.8% | $3,382-72.0% | $3,022-68.7% |
| Admin fee / account holder | $37 | $461-92.1% | $5,275-99.3% | $592-93.8% |