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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 | $4,409 | $61,660-92.8% | $80,022-94.5% | $64,181-93.1% |
| Participation rate | 67.3% | 71.7%-4.3pp | 75.8%-8.5pp | 69.6%-2.2pp |
| Annual return | 0.00% | -0.33%+0.3pp | 11.22%-11.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,030 | $1,810-43.1% | $2,468-58.2% | $2,381-56.7% |
| Participant deferral / active EE | $1,202 | $2,968-59.5% | $3,686-67.4% | $3,470-65.3% |
| Admin fee / account holder | $26 | $5,417-99.5% | $6,521-99.6% | $4,887-99.5% |