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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 | $21,450 | $68,408-68.6% | $57,196-62.5% | $57,658-62.8% |
| Participation rate | 52.6% | 79.1%-26.5pp | 75.3%-22.7pp | 70.2%-17.6pp |
| Annual return | 6.08% | 8.51%-2.4pp | 14.59%-8.5pp | 5.13%+0.9pp |
| Employer contribution / active EE | $899 | $2,869-68.7% | $2,683-66.5% | $1,974-54.4% |
| Participant deferral / active EE | $1,103 | $2,903-62.0% | $3,096-64.4% | $3,061-64.0% |
| Admin fee / account holder | $0 | $70-100.0% | $3,141-100.0% | $95-100.0% |