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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 | $21,280 | $64,909-67.2% | $82,313-74.1% | $62,293-65.8% |
| Participation rate | 32.1% | 74.9%-42.8pp | 76.9%-44.8pp | 69.5%-37.5pp |
| Annual return | 14.94% | 21.18%-6.2pp | 25.88%-10.9pp | 28.90%-14.0pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $896 | $3,103-71.1% | $3,706-75.8% | $3,169-71.7% |
| Admin fee / account holder | $45 | $440-89.9% | $5,608-99.2% | $479-90.7% |