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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 | $15,945 | $89,652-82.2% | $141,177-88.7% | $65,185-75.5% |
| Participation rate | 39.7% | 74.7%-35.0pp | 82.5%-42.8pp | 70.2%-30.5pp |
| Annual return | 28.75% | 32.79%-4.0pp | 71.40%-42.7pp | 29.38%-0.6pp |
| Employer contribution / active EE | $727 | $3,065-76.3% | $4,736-84.6% | $2,177-66.6% |
| Participant deferral / active EE | $1,941 | $5,691-65.9% | $6,710-71.1% | $3,514-44.8% |
| Admin fee / account holder | $28 | $569-95.1% | $10,263-99.7% | $847-96.7% |