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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 | $10,010 | $41,467-75.9% | $67,313-85.1% | $55,725-82.0% |
| Participation rate | 28.0% | 62.5%-34.5pp | 69.1%-41.1pp | 70.9%-42.9pp |
| Annual return | 0.00% | 0.82%-0.8pp | -4.08%+4.1pp | 244.93%-244.9pp |
| Employer contribution / active EE | $231 | $1,316-82.5% | $2,566-91.0% | $2,078-88.9% |
| Participant deferral / active EE | $646 | $2,399-73.1% | $3,568-81.9% | $3,356-80.7% |
| Admin fee / account holder | $4 | $102-95.8% | $4,507-99.9% | $115-96.3% |