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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,500 | $215,365-96.1% | $215,365-96.1% | $282,363-97.0% |
| Participation rate | 0.0% | 76.7%-76.7pp | 76.7%-76.7pp | 81.3%-81.3pp |
| Annual return | 0.00% | 15.69%-15.7pp | 11.70%-11.7pp | 12.99%-13.0pp |
| Employer contribution / active EE | $0 | $9,562-100.0% | $9,562-100.0% | $11,682-100.0% |
| Participant deferral / active EE | $0 | $5,756-100.0% | $5,756-100.0% | $6,051-100.0% |
| Admin fee / account holder | $0 | $11,740-100.0% | $11,740-100.0% | $27,645-100.0% |