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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 | $5,035 | $84,236-94.0% | $170,439-97.0% | $70,124-92.8% |
| Participation rate | 58.3% | 70.8%-12.5pp | 83.6%-25.3pp | 69.5%-11.2pp |
| Annual return | 16.94% | 23.06%-6.1pp | 205.94%-189.0pp | 73.14%-56.2pp |
| Employer contribution / active EE | $229 | $3,387-93.2% | $5,433-95.8% | $2,342-90.2% |
| Participant deferral / active EE | $1,331 | $3,086-56.9% | $4,939-73.1% | $3,332-60.1% |
| Admin fee / account holder | $118 | $5,698-97.9% | $13,881-99.2% | $4,645-97.5% |