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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 | $22,995 | $44,873-48.8% | $79,467-71.1% | $56,289-59.1% |
| Participation rate | 46.9% | 68.7%-21.8pp | 73.3%-26.4pp | 69.9%-22.9pp |
| Annual return | 8.98% | 0.81%+8.2pp | 718.30%-709.3pp | -9.96%+18.9pp |
| Employer contribution / active EE | $182 | $2,140-91.5% | $2,800-93.5% | $2,111-91.4% |
| Participant deferral / active EE | $1,817 | $2,746-33.8% | $3,704-51.0% | $3,350-45.8% |
| Admin fee / account holder | $7 | $418-98.4% | $5,104-99.9% | $521-98.7% |