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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 | $12,519 | $46,360-73.0% | $147,617-91.5% | $52,331-76.1% |
| Participation rate | 19.2% | 64.9%-45.7pp | 84.6%-65.4pp | 68.1%-48.9pp |
| Annual return | -1.87% | 1.62%-3.5pp | 61.98%-63.9pp | 4.54%-6.4pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $507 | $2,258-77.5% | $4,895-89.6% | $3,022-83.2% |
| Admin fee / account holder | $93 | $766-87.9% | $11,612-99.2% | $592-84.3% |