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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 | $13,826 | $55,449-75.1% | $83,830-83.5% | $56,287-75.4% |
| Participation rate | 62.0% | 68.0%-6.0pp | 76.1%-14.1pp | 69.9%-7.8pp |
| Annual return | -6.13% | -1.38%-4.7pp | 850.97%-857.1pp | -9.96%+3.8pp |
| Employer contribution / active EE | $262 | $2,430-89.2% | $3,631-92.8% | $2,111-87.6% |
| Participant deferral / active EE | $1,554 | $2,935-47.1% | $4,082-61.9% | $3,350-53.6% |
| Admin fee / account holder | $13 | $656-98.0% | $5,479-99.8% | $521-97.5% |