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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 | $8,185 | $55,453-85.2% | $170,435-95.2% | $62,293-86.9% |
| Participation rate | 42.0% | 66.4%-24.4pp | 83.6%-41.6pp | 69.5%-27.6pp |
| Annual return | 16.39% | 21.38%-5.0pp | 205.94%-189.5pp | 28.90%-12.5pp |
| Employer contribution / active EE | $336 | $2,164-84.5% | $5,432-93.8% | $2,042-83.6% |
| Participant deferral / active EE | $608 | $2,303-73.6% | $4,939-87.7% | $3,169-80.8% |
| Admin fee / account holder | $9 | $455-98.1% | $13,881-99.9% | $479-98.2% |