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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 | $4,108 | $23,224-82.3% | $71,089-94.2% | $55,725-92.6% |
| Participation rate | 11.3% | 37.9%-26.6pp | 54.6%-43.4pp | 70.9%-59.6pp |
| Annual return | 71.10% | -2.87%+74.0pp | 650.65%-579.5pp | 244.93%-173.8pp |
| Employer contribution / active EE | $122 | $436-72.1% | $1,088-88.8% | $2,078-94.1% |
| Participant deferral / active EE | $143 | $929-84.6% | $1,873-92.4% | $3,356-95.7% |
| Admin fee / account holder | $117 | $118-0.5% | $3,082-96.2% | $115+1.9% |