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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 | $88,624-90.4% | $3,193+166.2% | $88,624-90.4% |
| Participation rate | 0.0% | 75.4%-75.4pp | 62.5%-62.5pp | 75.4%-75.4pp |
| Annual return | 0.00% | 20.98%-21.0pp | 50.00%-50.0pp | 20.98%-21.0pp |
| Employer contribution / active EE | $0 | $10,539-100.0% | $265-100.0% | $10,539-100.0% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $636-100.0% | $4,086-100.0% |
| Admin fee / account holder | $0 | $970-100.0% | $210-100.0% | $970-100.0% |