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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 | $5,912 | $77,816-92.4% | $123,549-95.2% | $64,181-90.8% |
| Participation rate | 69.1% | 74.7%-5.6pp | 82.3%-13.2pp | 69.6%-0.4pp |
| Annual return | -7.08% | 12.49%-19.6pp | 119.20%-126.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $828 | $3,014-72.5% | $4,628-82.1% | $2,381-65.2% |
| Participant deferral / active EE | $1,091 | $5,240-79.2% | $6,426-83.0% | $3,470-68.6% |
| Admin fee / account holder | $17 | $5,519-99.7% | $9,284-99.8% | $4,887-99.7% |