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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 | $8,125 | $65,434-87.6% | $98,483-91.8% | $85,847-90.5% |
| Participation rate | 16.5% | 65.0%-48.5pp | 73.3%-56.9pp | 69.3%-52.8pp |
| Annual return | 13.05% | 21.75%-8.7pp | 1494.38%-1481.3pp | 318.61%-305.6pp |
| Employer contribution / active EE | $214 | $2,169-90.1% | $2,961-92.8% | $2,565-91.7% |
| Participant deferral / active EE | $499 | $3,168-84.2% | $4,276-88.3% | $3,952-87.4% |
| Admin fee / account holder | $37 | $4,595-99.2% | $5,953-99.4% | $6,261-99.4% |