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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 | $546 | $88,324-99.4% | $115,038-99.5% | $55,191-99.0% |
| Participation rate | 64.3% | 72.5%-8.3pp | 81.4%-17.1pp | 69.2%-4.9pp |
| Annual return | 0.69% | 6.30%-5.6pp | 26.14%-25.5pp | 10.78%-10.1pp |
| Employer contribution / active EE | $51 | $2,805-98.2% | $4,608-98.9% | $1,899-97.3% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $5 | $105-95.1% | $8,175-99.9% | $91-94.3% |