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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 | $7,075 | $72,554-90.2% | $138,135-94.9% | $73,493-90.4% |
| Participation rate | 40.9% | 74.8%-34.0pp | 78.7%-37.8pp | 70.7%-29.8pp |
| Annual return | 14.29% | 17.50%-3.2pp | 20.51%-6.2pp | 28.51%-14.2pp |
| Employer contribution / active EE | $0 | $3,511-100.0% | $5,587-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,175 | $4,908-76.1% | $6,431-81.7% | $3,740-68.6% |
| Admin fee / account holder | $31 | $464-93.4% | $11,856-99.7% | $513-94.0% |