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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $13,901 | $53,412-74.0% | $68,509-79.7% | $52,331-73.4% |
| Participation rate | 37.7% | 71.7%-34.0pp | 74.7%-37.0pp | 68.1%-30.4pp |
| Annual return | 6.54% | 3.42%+3.1pp | 8.27%-1.7pp | 4.54%+2.0pp |
| Employer contribution / active EE | $0 | $1,607-100.0% | $2,278-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,293 | $2,688-51.9% | $3,382-61.8% | $3,022-57.2% |
| Admin fee / account holder | $228 | $461-50.6% | $5,275-95.7% | $592-61.5% |