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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 | $18,110 | $48,364-62.6% | $71,796-74.8% | $62,881-71.2% |
| Participation rate | 32.6% | 60.6%-28.0pp | 69.1%-36.5pp | 69.3%-36.7pp |
| Annual return | 31.48% | 13.16%+18.3pp | 78.04%-46.6pp | 20.14%+11.3pp |
| Employer contribution / active EE | $400 | $1,042-61.6% | $1,924-79.2% | $2,281-82.5% |
| Participant deferral / active EE | $674 | $2,091-67.8% | $2,794-75.9% | $3,203-79.0% |
| Admin fee / account holder | $130 | $3,771-96.5% | $4,815-97.3% | $4,296-97.0% |