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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 | $8,854 | $37,117-76.1% | $147,617-94.0% | $55,191-84.0% |
| Participation rate | 59.8% | 63.6%-3.8pp | 84.6%-24.9pp | 69.2%-9.4pp |
| Annual return | 4.07% | 3.44%+0.6pp | 61.98%-57.9pp | 10.78%-6.7pp |
| Employer contribution / active EE | $166 | $1,620-89.8% | $5,564-97.0% | $1,899-91.3% |
| Participant deferral / active EE | $757 | $1,985-61.9% | $4,895-84.5% | $3,046-75.2% |
| Admin fee / account holder | $0 | $86-100.0% | $11,612-100.0% | $91-100.0% |