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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,768 | $47,180-89.9% | $149,723-96.8% | $74,473-93.6% |
| Participation rate | 45.2% | 63.4%-18.2pp | 78.8%-33.6pp | 70.7%-25.5pp |
| Annual return | 18.74% | 22.75%-4.0pp | 134.50%-115.8pp | 34.36%-15.6pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,188 | $2,730-56.5% | $5,682-79.1% | $4,530-73.8% |
| Admin fee / account holder | $0 | $343-100.0% | $13,215-100.0% | $347-100.0% |