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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 | $18,762 | $42,546-55.9% | $71,796-73.9% | $55,167-66.0% |
| Participation rate | 17.8% | 59.1%-41.3pp | 69.1%-51.3pp | 69.0%-51.2pp |
| Annual return | 7.90% | 12.36%-4.5pp | 78.04%-70.1pp | 169.23%-161.3pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $841 | $2,064-59.3% | $2,794-69.9% | $3,054-72.5% |
| Admin fee / account holder | $149 | $650-77.0% | $4,815-96.9% | $504-70.4% |