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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 | $19,858 | $54,320-63.4% | $67,652-70.6% | $52,331-62.1% |
| Participation rate | 67.2% | 73.6%-6.4pp | 75.7%-8.4pp | 68.1%-0.9pp |
| Annual return | 2.42% | 6.81%-4.4pp | 6625.40%-6623.0pp | 4.54%-2.1pp |
| Employer contribution / active EE | $198 | $1,544-87.2% | $2,266-91.3% | $1,882-89.5% |
| Participant deferral / active EE | $1,870 | $2,950-36.6% | $3,560-47.5% | $3,022-38.1% |
| Admin fee / account holder | $14 | $527-97.3% | $4,821-99.7% | $592-97.6% |