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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 | $100,561 | $69,696+44.3% | $161,646-37.8% | $317,036-68.3% |
| Participation rate | 24.5% | 6.2%+18.3pp | 15.5%+8.9pp | 13.0%+11.5pp |
| Annual return | 19.52% | 12.03%+7.5pp | 12.93%+6.6pp | 13.59%+5.9pp |
| Employer contribution / active EE | $1,840 | $19,417-90.5% | $35,210-94.8% | $14,592-87.4% |
| Participant deferral / active EE | $0 | $253-100.0% | $458-100.0% | $67-100.0% |
| Admin fee / account holder | $227 | $907-75.0% | $4,659-95.1% | $29,657-99.2% |