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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 | $30,537 | $71,192-57.1% | $117,861-74.1% | $62,293-51.0% |
| Participation rate | 59.4% | 74.2%-14.9pp | 79.7%-20.3pp | 69.5%-10.1pp |
| Annual return | 18.00% | 18.66%-0.7pp | 335.11%-317.1pp | 28.90%-10.9pp |
| Employer contribution / active EE | $888 | $1,934-54.1% | $3,786-76.5% | $2,042-56.5% |
| Participant deferral / active EE | $1,638 | $3,189-48.6% | $4,482-63.5% | $3,169-48.3% |
| Admin fee / account holder | $150 | $587-74.4% | $8,021-98.1% | $479-68.7% |