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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 | $7,316 | $85,766-91.5% | $136,298-94.6% | $70,126-89.6% |
| Participation rate | 55.7% | 74.2%-18.5pp | 81.9%-26.2pp | 69.5%-13.8pp |
| Annual return | 17.61% | 31.46%-13.8pp | 5156.27%-5138.7pp | 73.15%-55.5pp |
| Employer contribution / active EE | $963 | $2,966-67.5% | $4,696-79.5% | $2,343-58.9% |
| Participant deferral / active EE | $1,270 | $5,051-74.9% | $6,247-79.7% | $3,332-61.9% |
| Admin fee / account holder | $15 | $5,421-99.7% | $9,244-99.8% | $4,645-99.7% |