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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $1,850 | $355,607-99.5% | $323,456-99.4% | $554,306-99.7% |
| Participation rate | 50.0% | 85.8%-35.8pp | 77.8%-27.8pp | 84.6%-34.6pp |
| Annual return | 220.00% | 14.31%+205.7pp | 13.47%+206.5pp | 10.47%+209.5pp |
| Employer contribution / active EE | $0 | $30,129-100.0% | $29,776-100.0% | $25,289-100.0% |
| Participant deferral / active EE | $250 | $8,255-97.0% | $7,386-96.6% | $3,690-93.2% |
| Admin fee / account holder | $250 | $8,428-97.0% | $10,251-97.6% | $49,540-99.5% |