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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 | $14,285 | $65,376-78.1% | $87,104-83.6% | $65,185-78.1% |
| Participation rate | 35.0% | 75.3%-40.4pp | 76.9%-41.9pp | 70.2%-35.2pp |
| Annual return | 35.62% | 31.27%+4.3pp | 28.19%+7.4pp | 29.38%+6.2pp |
| Employer contribution / active EE | $261 | $1,822-85.7% | $2,521-89.7% | $2,177-88.0% |
| Participant deferral / active EE | $1,791 | $3,388-47.1% | $4,048-55.8% | $3,514-49.0% |
| Admin fee / account holder | $69 | $520-86.8% | $7,491-99.1% | $847-91.9% |