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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $78,424 | $58,726+33.5% | $92,240-15.0% | $62,293+25.9% |
| Participation rate | 52.3% | 68.3%-16.1pp | 76.5%-24.2pp | 69.5%-17.2pp |
| Annual return | 22.64% | 43.62%-21.0pp | 176.29%-153.7pp | 28.90%-6.3pp |
| Employer contribution / active EE | $299 | $2,392-87.5% | $3,680-91.9% | $2,042-85.4% |
| Participant deferral / active EE | $2,445 | $2,766-11.6% | $3,897-37.3% | $3,169-22.8% |
| Admin fee / account holder | $4 | $556-99.4% | $5,194-99.9% | $479-99.3% |