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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 | $5,669 | $35,986-84.2% | $77,552-92.7% | $73,497-92.3% |
| Participation rate | 9.0% | 40.8%-31.9pp | 54.2%-45.2pp | 70.7%-61.7pp |
| Annual return | 0.00% | 19.26%-19.3pp | 54.82%-54.8pp | 28.51%-28.5pp |
| Employer contribution / active EE | $79 | $557-85.9% | $987-92.0% | $2,270-96.5% |
| Participant deferral / active EE | $423 | $1,198-64.7% | $1,861-77.3% | $3,740-88.7% |
| Admin fee / account holder | $0 | $466-100.0% | $2,859-100.0% | $513-100.0% |