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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 | $7,924 | $75,959-89.6% | $154,114-94.9% | $64,181-87.7% |
| Participation rate | 64.4% | 70.4%-6.0pp | 83.0%-18.7pp | 69.6%-5.2pp |
| Annual return | -7.09% | 30.32%-37.4pp | 735.16%-742.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $290 | $3,175-90.9% | $5,081-94.3% | $3,470-91.6% |
| Admin fee / account holder | $104 | $5,589-98.1% | $13,411-99.2% | $4,887-97.9% |