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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 | $4,867 | $65,322-92.5% | $70,462-93.1% | $73,493-93.4% |
| Participation rate | 43.8% | 77.0%-33.2pp | 75.1%-31.3pp | 70.7%-26.9pp |
| Annual return | 0.00% | 15.71%-15.7pp | 109.08%-109.1pp | 28.51%-28.5pp |
| Employer contribution / active EE | $480 | $2,460-80.5% | $2,737-82.5% | $2,270-78.8% |
| Participant deferral / active EE | $1,336 | $3,375-60.4% | $3,710-64.0% | $3,740-64.3% |
| Admin fee / account holder | $43 | $214-79.9% | $3,845-98.9% | $513-91.6% |