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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 | $865 | $47,977-98.2% | $154,111-99.4% | $56,287-98.5% |
| Participation rate | 68.5% | 66.2%+2.3pp | 83.0%-14.5pp | 69.9%-1.4pp |
| Annual return | 1.60% | 3.54%-1.9pp | 735.18%-733.6pp | -9.96%+11.6pp |
| Employer contribution / active EE | $192 | $2,169-91.2% | $5,298-96.4% | $2,111-90.9% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |