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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 | $11,592 | $42,546-72.8% | $71,796-83.9% | $55,167-79.0% |
| Participation rate | 38.1% | 59.1%-21.0pp | 69.1%-31.0pp | 69.0%-30.9pp |
| Annual return | 5.46% | 12.36%-6.9pp | 78.04%-72.6pp | 169.23%-163.8pp |
| Employer contribution / active EE | $70 | $803-91.2% | $1,924-96.3% | $1,963-96.4% |
| Participant deferral / active EE | $1,166 | $2,064-43.5% | $2,794-58.3% | $3,054-61.8% |
| Admin fee / account holder | $19 | $650-97.0% | $4,815-99.6% | $504-96.2% |