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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 | $9,217 | $38,969-76.3% | $109,313-91.6% | $55,167-83.3% |
| Participation rate | 32.6% | 58.2%-25.6pp | 71.3%-38.6pp | 69.0%-36.4pp |
| Annual return | 7.55% | 8.26%-0.7pp | 22.07%-14.5pp | 169.23%-161.7pp |
| Employer contribution / active EE | $301 | $1,227-75.4% | $3,892-92.3% | $1,963-84.7% |
| Participant deferral / active EE | $593 | $2,176-72.8% | $3,166-81.3% | $3,054-80.6% |
| Admin fee / account holder | $30 | $501-94.1% | $5,666-99.5% | $504-94.1% |