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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 | $26,652 | $81,321-67.2% | $68,509-61.1% | $59,188-55.0% |
| Participation rate | 60.3% | 83.8%-23.5pp | 74.7%-14.4pp | 69.4%-9.1pp |
| Annual return | 14.58% | 4.65%+9.9pp | 8.27%+6.3pp | 5.51%+9.1pp |
| Employer contribution / active EE | $1,062 | $3,297-67.8% | $2,278-53.4% | $2,098-49.4% |
| Participant deferral / active EE | $1,627 | $4,592-64.6% | $3,382-51.9% | $3,265-50.2% |
| Admin fee / account holder | $33 | $62-46.9% | $5,275-99.4% | $92-64.5% |