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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 | $1,721 | $60,788-97.2% | $85,705-98.0% | $79,389-97.8% |
| Participation rate | 62.3% | 62.1%+0.1pp | 69.9%-7.6pp | 70.7%-8.4pp |
| Annual return | 0.00% | 16.57%-16.6pp | 21.49%-21.5pp | 116.89%-116.9pp |
| Employer contribution / active EE | $0 | $1,664-100.0% | $2,619-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,214 | $2,920-58.4% | $3,924-69.1% | $4,046-70.0% |
| Admin fee / account holder | $4 | $439-99.2% | $6,877-99.9% | $626-99.4% |