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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 | $22,423 | $72,770-69.2% | $67,653-66.9% | $55,191-59.4% |
| Participation rate | 49.7% | 78.8%-29.1pp | 75.7%-26.0pp | 69.2%-19.5pp |
| Annual return | 0.92% | -3.26%+4.2pp | 6625.22%-6624.3pp | 10.78%-9.9pp |
| Employer contribution / active EE | $570 | $1,769-67.8% | $2,266-74.8% | $1,899-70.0% |
| Participant deferral / active EE | $982 | $3,408-71.2% | $3,560-72.4% | $3,046-67.8% |
| Admin fee / account holder | $14 | $79-82.9% | $4,821-99.7% | $91-85.1% |