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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.
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 | $1,986 | $37,117-94.6% | $147,618-98.7% | $55,191-96.4% |
| Participation rate | 69.4% | 63.6%+5.8pp | 84.6%-15.2pp | 69.2%+0.2pp |
| Annual return | 0.00% | 3.44%-3.4pp | 61.98%-62.0pp | 10.78%-10.8pp |
| Employer contribution / active EE | $212 | $1,620-86.9% | $5,565-96.2% | $1,899-88.8% |
| Participant deferral / active EE | $1,127 | $1,985-43.2% | $4,895-77.0% | $3,046-63.0% |
| Admin fee / account holder | $1 | $86-98.4% | $11,612-100.0% | $91-98.5% |