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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 | $10,609 | $55,449-80.9% | $83,831-87.3% | $56,289-81.2% |
| Participation rate | 54.8% | 68.0%-13.2pp | 76.1%-21.3pp | 69.9%-15.0pp |
| Annual return | -3.12% | -1.38%-1.7pp | 850.99%-854.1pp | -9.96%+6.8pp |
| Employer contribution / active EE | $734 | $2,430-69.8% | $3,631-79.8% | $2,111-65.2% |
| Participant deferral / active EE | $995 | $2,935-66.1% | $4,082-75.6% | $3,350-70.3% |
| Admin fee / account holder | $18 | $656-97.2% | $5,479-99.7% | $521-96.5% |