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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 | $22,579 | $54,368-58.5% | $117,039-80.7% | $62,293-63.8% |
| Participation rate | 35.7% | 64.9%-29.2pp | 77.2%-41.5pp | 69.5%-33.8pp |
| Annual return | 21.46% | 21.77%-0.3pp | 18.95%+2.5pp | 28.90%-7.4pp |
| Employer contribution / active EE | $697 | $1,692-58.8% | $3,785-81.6% | $2,042-65.9% |
| Participant deferral / active EE | $937 | $2,269-58.7% | $3,929-76.1% | $3,169-70.4% |
| Admin fee / account holder | $26 | $493-94.7% | $5,974-99.6% | $479-94.5% |