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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 | $12,575 | $39,245-68.0% | $64,105-80.4% | $52,331-76.0% |
| Participation rate | 43.9% | 58.2%-14.3pp | 68.2%-24.2pp | 68.1%-24.2pp |
| Annual return | -0.67% | 14.79%-15.5pp | 791.24%-791.9pp | 4.54%-5.2pp |
| Employer contribution / active EE | $394 | $736-46.5% | $1,820-78.4% | $1,882-79.1% |
| Participant deferral / active EE | $487 | $1,992-75.6% | $2,822-82.7% | $3,022-83.9% |
| Admin fee / account holder | $4 | $592-99.4% | $4,499-99.9% | $592-99.3% |