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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 | $12,956 | $45,566-71.6% | $64,105-79.8% | $59,633-78.3% |
| Participation rate | 28.9% | 60.2%-31.3pp | 68.2%-39.3pp | 68.7%-39.8pp |
| Annual return | -1.47% | 4.95%-6.4pp | 791.24%-792.7pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $340 | $934-63.6% | $1,820-81.3% | $2,203-84.6% |
| Participant deferral / active EE | $616 | $2,057-70.1% | $2,822-78.2% | $3,192-80.7% |
| Admin fee / account holder | $143 | $3,268-95.6% | $4,499-96.8% | $4,297-96.7% |