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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 | $8,145 | $75,959-89.3% | $154,114-94.7% | $64,181-87.3% |
| Participation rate | 63.9% | 70.4%-6.5pp | 83.0%-19.1pp | 69.6%-5.7pp |
| Annual return | 37.78% | 30.32%+7.5pp | 735.16%-697.4pp | 7.63%+30.1pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,165 | $3,175-63.3% | $5,081-77.1% | $3,470-66.4% |
| Admin fee / account holder | $160 | $5,589-97.1% | $13,411-98.8% | $4,887-96.7% |