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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.
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 | $30,342 | $52,467-42.2% | $57,196-47.0% | $55,167-45.0% |
| Participation rate | 65.2% | 75.8%-10.6pp | 75.3%-10.1pp | 69.0%-3.7pp |
| Annual return | 1.72% | 7.72%-6.0pp | 14.59%-12.9pp | 169.23%-167.5pp |
| Employer contribution / active EE | $573 | $2,477-76.9% | $2,683-78.6% | $1,963-70.8% |
| Participant deferral / active EE | $1,256 | $2,830-55.6% | $3,096-59.4% | $3,054-58.9% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |