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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 | $5,674 | $61,166-90.7% | $185,849-96.9% | $79,391-92.9% |
| Participation rate | 23.9% | 66.6%-42.8pp | 81.7%-57.9pp | 70.7%-46.9pp |
| Annual return | 26.75% | 19.45%+7.3pp | 122.10%-95.3pp | 116.88%-90.1pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,169-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $277 | $2,789-90.1% | $5,569-95.0% | $4,046-93.2% |
| Admin fee / account holder | $17 | $710-97.6% | $16,244-99.9% | $627-97.3% |