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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 | $5,440 | $57,103-90.5% | $87,502-93.8% | $57,658-90.6% |
| Participation rate | 22.6% | 64.3%-41.7pp | 73.8%-51.2pp | 70.2%-47.6pp |
| Annual return | 8.49% | 12.71%-4.2pp | 12.21%-3.7pp | 5.13%+3.4pp |
| Employer contribution / active EE | $0 | $1,107-100.0% | $2,550-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $357 | $2,250-84.1% | $3,149-88.7% | $3,061-88.3% |
| Admin fee / account holder | $1 | $281-99.8% | $4,221-100.0% | $95-99.3% |