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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $1,812 | $22,291-91.9% | $69,182-97.4% | $63,975-97.2% |
| Participation rate | 13.2% | 35.3%-22.0pp | 55.1%-41.9pp | 71.1%-57.9pp |
| Annual return | 0.00% | 9.30%-9.3pp | -21.93%+21.9pp | 48.65%-48.7pp |
| Employer contribution / active EE | $2 | $325-99.4% | $1,206-99.8% | $2,182-99.9% |
| Participant deferral / active EE | $222 | $808-72.5% | $1,897-88.3% | $3,356-93.4% |
| Admin fee / account holder | $5 | $73-93.6% | $2,697-99.8% | $70-93.4% |