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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $9,283 | $51,466-82.0% | $78,778-88.2% | $62,293-85.1% |
| Participation rate | 36.8% | 59.8%-22.9pp | 69.2%-32.3pp | 69.5%-32.7pp |
| Annual return | 15.74% | 19.96%-4.2pp | 35.62%-19.9pp | 28.90%-13.2pp |
| Employer contribution / active EE | $193 | $827-76.7% | $1,986-90.3% | $2,042-90.6% |
| Participant deferral / active EE | $1,233 | $2,147-42.6% | $2,958-58.3% | $3,169-61.1% |
| Admin fee / account holder | $114 | $489-76.8% | $5,134-97.8% | $479-76.3% |