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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 | $11,094 | $44,989-75.3% | $170,435-93.5% | $77,958-85.8% |
| Participation rate | 21.0% | 64.6%-43.6pp | 83.6%-62.6pp | 71.6%-50.7pp |
| Annual return | 17.68% | 19.61%-1.9pp | 205.94%-188.3pp | 20.87%-3.2pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,432-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $357 | $2,208-83.8% | $4,939-92.8% | $3,537-89.9% |
| Admin fee / account holder | $8 | $69-88.7% | $13,881-99.9% | $97-92.0% |