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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 | $8,472 | $53,216-84.1% | $155,534-94.6% | $199,960-95.8% |
| Participation rate | 45.3% | 64.1%-18.8pp | 78.2%-32.9pp | 72.0%-26.7pp |
| Annual return | 12.95% | 41.18%-28.2pp | 64.92%-52.0pp | 34.28%-21.3pp |
| Employer contribution / active EE | $141 | $1,848-92.4% | $4,675-97.0% | $3,036-95.3% |
| Participant deferral / active EE | $713 | $3,164-77.5% | $5,630-87.3% | $5,087-86.0% |
| Admin fee / account holder | $69 | $186-62.9% | $15,900-99.6% | $269-74.4% |