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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 | $10,800 | $63,924-83.1% | $108,579-90.1% | $55,167-80.4% |
| Participation rate | 26.3% | 74.3%-48.1pp | 79.6%-53.3pp | 69.0%-42.7pp |
| Annual return | 10.06% | 15.31%-5.3pp | -51.70%+61.8pp | 169.23%-159.2pp |
| Employer contribution / active EE | $595 | $1,879-68.4% | $3,758-84.2% | $1,963-69.7% |
| Participant deferral / active EE | $815 | $3,067-73.4% | $4,311-81.1% | $3,054-73.3% |
| Admin fee / account holder | $8 | $618-98.7% | $7,645-99.9% | $504-98.4% |