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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 | $22,001 | $79,519-72.3% | $95,956-77.1% | $73,412-70.0% |
| Participation rate | 60.5% | 81.2%-20.7pp | 77.1%-16.6pp | 72.2%-11.7pp |
| Annual return | 15.73% | 19.20%-3.5pp | 91.63%-75.9pp | 59.30%-43.6pp |
| Employer contribution / active EE | $695 | $2,048-66.0% | $2,541-72.6% | $2,234-68.9% |
| Participant deferral / active EE | $1,607 | $4,138-61.2% | $4,167-61.4% | $3,806-57.8% |
| Admin fee / account holder | $0 | $184-100.0% | $6,797-100.0% | $158-100.0% |