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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $22,221 | $46,100-51.8% | $86,582-74.3% | $69,631-68.1% |
| Participation rate | 30.7% | 67.2%-36.5pp | 73.5%-42.8pp | 70.7%-40.0pp |
| Annual return | 14.02% | 21.02%-7.0pp | 965.08%-951.1pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $121 | $1,850-93.5% | $2,839-95.7% | $2,032-94.1% |
| Participant deferral / active EE | $1,207 | $2,432-50.4% | $3,609-66.6% | $3,224-62.6% |
| Admin fee / account holder | $5 | $94-94.4% | $4,904-99.9% | $110-95.2% |