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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 | $737 | $43,717-98.3% | $81,473-99.1% | $77,958-99.1% |
| Participation rate | 32.4% | 42.5%-10.2pp | 68.0%-35.6pp | 71.6%-39.3pp |
| Annual return | 19.56% | 23.83%-4.3pp | 38.78%-19.2pp | 20.87%-1.3pp |
| Employer contribution / active EE | $0 | $919-100.0% | $2,568-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $195 | $1,783-89.1% | $3,537-94.5% | $3,537-94.5% |
| Admin fee / account holder | $13 | $108-87.5% | $4,561-99.7% | $97-86.2% |