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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 | $20,338 | $65,322-68.9% | $70,494-71.1% | $73,497-72.3% |
| Participation rate | 40.4% | 77.0%-36.5pp | 75.1%-34.6pp | 70.7%-30.2pp |
| Annual return | 16.92% | 15.71%+1.2pp | 109.16%-92.2pp | 28.51%-11.6pp |
| Employer contribution / active EE | $703 | $2,460-71.4% | $2,738-74.3% | $2,270-69.0% |
| Participant deferral / active EE | $1,056 | $3,375-68.7% | $3,711-71.6% | $3,740-71.8% |
| Admin fee / account holder | $40 | $214-81.1% | $3,848-98.9% | $513-92.1% |