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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 | $17,696 | $80,753-78.1% | $136,298-87.0% | $62,293-71.6% |
| Participation rate | 59.6% | 73.5%-13.9pp | 81.9%-22.3pp | 69.5%-9.9pp |
| Annual return | 29.15% | 35.83%-6.7pp | 5156.27%-5127.1pp | 28.90%+0.3pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,421 | $5,164-14.4% | $6,247-29.2% | $3,169+39.5% |
| Admin fee / account holder | $10 | $525-98.0% | $9,244-99.9% | $479-97.8% |