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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 | $4,457 | $55,449-92.0% | $83,850-94.7% | $56,287-92.1% |
| Participation rate | 37.9% | 68.0%-30.1pp | 76.1%-38.2pp | 69.9%-31.9pp |
| Annual return | 0.00% | -1.38%+1.4pp | 850.92%-850.9pp | -9.96%+10.0pp |
| Employer contribution / active EE | $1,051 | $2,430-56.7% | $3,631-71.0% | $2,111-50.2% |
| Participant deferral / active EE | $1,039 | $2,935-64.6% | $4,082-74.6% | $3,350-69.0% |
| Admin fee / account holder | $5 | $656-99.3% | $5,478-99.9% | $521-99.1% |