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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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,931 | $42,367-57.7% | $79,580-77.5% | $64,819-72.3% |
| Participation rate | 51.6% | 64.7%-13.1pp | 69.5%-17.9pp | 71.5%-19.9pp |
| Annual return | -11.71% | -12.23%+0.5pp | 0.15%-11.9pp | 32.84%-44.5pp |
| Employer contribution / active EE | $202 | $1,181-82.9% | $2,413-91.6% | $2,507-92.0% |
| Participant deferral / active EE | $2,444 | $3,170-22.9% | $3,985-38.7% | $4,311-43.3% |
| Admin fee / account holder | $80 | $160-50.2% | $6,835-98.8% | $188-57.7% |