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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 | $4,748 | $55,453-91.4% | $170,435-97.2% | $62,293-92.4% |
| Participation rate | 47.4% | 66.4%-19.0pp | 83.6%-36.2pp | 69.5%-22.1pp |
| Annual return | 15.65% | 21.38%-5.7pp | 205.94%-190.3pp | 28.90%-13.3pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $437 | $2,303-81.0% | $4,939-91.2% | $3,169-86.2% |
| Admin fee / account holder | $18 | $455-96.0% | $13,881-99.9% | $479-96.2% |