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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $12,889 | $52,293-75.4% | $178,503-92.8% | $73,412-82.4% |
| Participation rate | 26.6% | 65.3%-38.8pp | 81.9%-55.3pp | 72.2%-45.6pp |
| Annual return | 19.13% | 34.75%-15.6pp | 151.12%-132.0pp | 59.30%-40.2pp |
| Employer contribution / active EE | $110 | $1,736-93.6% | $5,011-97.8% | $2,234-95.1% |
| Participant deferral / active EE | $883 | $2,333-62.2% | $5,202-83.0% | $3,806-76.8% |
| Admin fee / account holder | $46 | $127-63.6% | $13,987-99.7% | $158-70.6% |