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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 | $9,311 | $58,895-84.2% | $178,503-94.8% | $73,497-87.3% |
| Participation rate | 30.9% | 66.2%-35.3pp | 81.9%-51.0pp | 70.7%-39.8pp |
| Annual return | 15.96% | 24.86%-8.9pp | 151.12%-135.2pp | 28.51%-12.6pp |
| Employer contribution / active EE | $373 | $2,236-83.3% | $5,011-92.6% | $2,270-83.6% |
| Participant deferral / active EE | $612 | $2,567-76.1% | $5,202-88.2% | $3,740-83.6% |
| Admin fee / account holder | $64 | $400-83.9% | $13,987-99.5% | $513-87.5% |