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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 | $16,108 | $68,413-76.5% | $123,105-86.9% | $55,191-70.8% |
| Participation rate | 52.9% | 84.5%-31.6pp | 86.8%-33.9pp | 69.2%-16.2pp |
| Annual return | 3.47% | 6.30%-2.8pp | 13.22%-9.7pp | 10.78%-7.3pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $5,151-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,713 | $4,490-39.6% | $6,229-56.5% | $3,046-11.0% |
| Admin fee / account holder | $123 | $88+39.6% | $9,014-98.6% | $91+35.0% |