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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 | $16,257 | $42,546-61.8% | $71,796-77.4% | $55,167-70.5% |
| Participation rate | 48.8% | 59.1%-10.4pp | 69.1%-20.4pp | 69.0%-20.2pp |
| Annual return | 6.12% | 12.36%-6.2pp | 78.04%-71.9pp | 169.23%-163.1pp |
| Employer contribution / active EE | $418 | $803-47.9% | $1,924-78.3% | $1,963-78.7% |
| Participant deferral / active EE | $521 | $2,064-74.8% | $2,794-81.4% | $3,054-83.0% |
| Admin fee / account holder | $28 | $650-95.7% | $4,815-99.4% | $504-94.4% |