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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 | $21,503 | $78,423-72.6% | $95,964-77.6% | $79,856-73.1% |
| Participation rate | 66.7% | 73.5%-6.8pp | 77.1%-10.4pp | 69.6%-3.0pp |
| Annual return | 12.18% | 19.37%-7.2pp | 91.64%-79.5pp | 31.71%-19.5pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,672 | $3,440+93.9% | $4,167+60.1% | $3,741+78.4% |
| Admin fee / account holder | $21 | $5,622-99.6% | $6,797-99.7% | $5,306-99.6% |