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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 | $80,783 | $82,816-2.5% | $145,218-44.4% | $105,125-23.2% |
| Participation rate | 38.9% | 12.6%+26.3pp | 20.5%+18.4pp | 14.6%+24.3pp |
| Annual return | -4.03% | -1.32%-2.7pp | -0.67%-3.4pp | 10.56%-14.6pp |
| Employer contribution / active EE | $3,119 | $18,687-83.3% | $31,731-90.2% | $13,643-77.1% |
| Participant deferral / active EE | $0 | $284-100.0% | $473-100.0% | $62-100.0% |
| Admin fee / account holder | $222 | $2,719-91.8% | $28,383-99.2% | $3,354-93.4% |