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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,786 | $80,731-71.8% | $103,378-78.0% | $74,400-69.4% |
| Participation rate | 28.4% | 65.7%-37.2pp | 74.5%-46.1pp | 67.2%-38.8pp |
| Annual return | 12.73% | 27.56%-14.8pp | 24.91%-12.2pp | 1367.51%-1354.8pp |
| Employer contribution / active EE | $1,924 | $3,159-39.1% | $3,870-50.3% | $2,624-26.7% |
| Participant deferral / active EE | $2,215 | $3,862-42.6% | $5,058-56.2% | $4,348-49.1% |
| Admin fee / account holder | $178 | $2,369-92.5% | $8,401-97.9% | $1,944-90.9% |