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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 | $24,989 | $76,112-67.2% | $96,534-74.1% | $71,511-65.1% |
| Participation rate | 60.2% | 74.4%-14.2pp | 76.0%-15.8pp | 67.9%-7.8pp |
| Annual return | 14.09% | 22.81%-8.7pp | 25.88%-11.8pp | 28.86%-14.8pp |
| Employer contribution / active EE | $493 | $2,248-78.1% | $2,965-83.4% | $2,589-81.0% |
| Participant deferral / active EE | $2,671 | $4,217-36.7% | $4,851-44.9% | $4,291-37.8% |
| Admin fee / account holder | $5 | $2,708-99.8% | $8,253-99.9% | $1,588-99.7% |