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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 | $2,264 | $63,314-96.4% | $91,004-97.5% | $62,293-96.4% |
| Participation rate | 60.0% | 73.3%-13.3pp | 75.6%-15.6pp | 69.5%-9.5pp |
| Annual return | 0.00% | 21.00%-21.0pp | 4.60%-4.6pp | 28.90%-28.9pp |
| Employer contribution / active EE | $588 | $1,807-67.5% | $2,456-76.1% | $2,042-71.2% |
| Participant deferral / active EE | $836 | $2,944-71.6% | $3,548-76.4% | $3,169-73.6% |
| Admin fee / account holder | $2 | $468-99.6% | $5,417-100.0% | $479-99.6% |