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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 | $14,039 | $50,151-72.0% | $149,717-90.6% | $80,149-82.5% |
| Participation rate | 21.2% | 64.3%-43.1pp | 78.8%-57.6pp | 72.9%-51.8pp |
| Annual return | 33.97% | 29.80%+4.2pp | 134.41%-100.4pp | 40.39%-6.4pp |
| Employer contribution / active EE | $328 | $1,867-82.4% | $4,820-93.2% | $2,977-89.0% |
| Participant deferral / active EE | $532 | $3,194-83.4% | $5,682-90.6% | $5,015-89.4% |
| Admin fee / account holder | $38 | $153-75.3% | $13,213-99.7% | $145-74.0% |