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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 | $10,372 | $46,332-77.6% | $143,797-92.8% | $64,824-84.0% |
| Participation rate | 37.9% | 64.2%-26.3pp | 80.3%-42.4pp | 71.5%-33.6pp |
| Annual return | 2.73% | -10.05%+12.8pp | -0.04%+2.8pp | 32.84%-30.1pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $866 | $2,647-67.3% | $5,638-84.6% | $4,311-79.9% |
| Admin fee / account holder | $56 | $154-63.3% | $14,679-99.6% | $188-69.9% |