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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $4,591 | $56,640-91.9% | $80,977-94.3% | $57,658-92.0% |
| Participation rate | 38.7% | 75.9%-37.1pp | 75.8%-37.1pp | 70.2%-31.5pp |
| Annual return | 8.52% | 19.97%-11.5pp | 17.11%-8.6pp | 5.13%+3.4pp |
| Employer contribution / active EE | $1,111 | $2,085-46.7% | $3,715-70.1% | $1,974-43.7% |
| Participant deferral / active EE | $496 | $4,944-90.0% | $5,696-91.3% | $3,061-83.8% |
| Admin fee / account holder | $22 | $87-75.0% | $5,517-99.6% | $95-76.9% |