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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 | $4,057 | $75,962-94.7% | $154,108-97.4% | $64,173-93.7% |
| Participation rate | 52.3% | 70.4%-18.1pp | 83.0%-30.8pp | 69.6%-17.3pp |
| Annual return | 5.28% | 30.32%-25.0pp | 735.21%-729.9pp | 7.63%-2.4pp |
| Employer contribution / active EE | $665 | $3,350-80.2% | $5,298-87.5% | $2,381-72.1% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5 | $5,589-99.9% | $13,411-100.0% | $4,887-99.9% |