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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 | $5,473 | $48,313-88.7% | $73,309-92.5% | $52,331-89.5% |
| Participation rate | 62.8% | 68.6%-5.8pp | 74.9%-12.2pp | 68.1%-5.4pp |
| Annual return | 5.20% | 3.85%+1.4pp | 5.67%-0.5pp | 4.54%+0.7pp |
| Employer contribution / active EE | $1,397 | $1,661-15.9% | $3,237-56.9% | $1,882-25.8% |
| Participant deferral / active EE | $472 | $4,189-88.7% | $4,991-90.5% | $3,022-84.4% |
| Admin fee / account holder | $13 | $404-96.7% | $5,635-99.8% | $592-97.7% |