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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 | $14,088 | $68,408-79.4% | $57,196-75.4% | $57,658-75.6% |
| Participation rate | 54.9% | 79.1%-24.2pp | 75.3%-20.4pp | 70.2%-15.3pp |
| Annual return | 11.88% | 8.51%+3.4pp | 14.59%-2.7pp | 5.13%+6.7pp |
| Employer contribution / active EE | $242 | $2,869-91.6% | $2,683-91.0% | $1,974-87.7% |
| Participant deferral / active EE | $1,432 | $2,903-50.7% | $3,096-53.7% | $3,061-53.2% |
| Admin fee / account holder | $32 | $70-53.8% | $3,141-99.0% | $95-65.9% |