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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.
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 | $1,546 | $45,825-96.6% | $90,657-98.3% | $56,289-97.3% |
| Participation rate | 10.2% | 66.7%-56.5pp | 74.0%-63.9pp | 69.9%-59.7pp |
| Annual return | 0.00% | 38.64%-38.6pp | 1.89%-1.9pp | -9.96%+10.0pp |
| Employer contribution / active EE | $241 | $1,372-82.4% | $2,532-90.5% | $2,111-88.6% |
| Participant deferral / active EE | $0 | $2,562-100.0% | $3,424-100.0% | $3,350-100.0% |
| Admin fee / account holder | $42 | $413-89.9% | $4,994-99.2% | $521-92.0% |