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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 | $7,107 | $38,595-81.6% | $80,004-91.1% | $52,331-86.4% |
| Participation rate | 15.2% | 64.5%-49.3pp | 73.0%-57.8pp | 68.1%-52.9pp |
| Annual return | -0.44% | 2.04%-2.5pp | 7.63%-8.1pp | 4.54%-5.0pp |
| Employer contribution / active EE | $0 | $1,133-100.0% | $2,473-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $236 | $2,318-89.8% | $3,204-92.6% | $3,022-92.2% |
| Admin fee / account holder | $0 | $304-100.0% | $5,033-100.0% | $592-100.0% |