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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.
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 | $24,237 | $32,425-25.3% | $74,577-67.5% | $55,167-56.1% |
| Participation rate | 59.1% | 54.0%+5.1pp | 68.1%-9.0pp | 69.0%-9.9pp |
| Annual return | 5.78% | 10.63%-4.9pp | 20.47%-14.7pp | 169.23%-163.5pp |
| Employer contribution / active EE | $97 | $1,043-90.7% | $2,525-96.2% | $1,963-95.1% |
| Participant deferral / active EE | $1,577 | $1,995-21.0% | $3,458-54.4% | $3,054-48.4% |
| Admin fee / account holder | $180 | $748-75.9% | $4,138-95.6% | $504-64.2% |