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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 | $5,041 | $56,540-91.1% | $185,851-97.3% | $86,821-94.2% |
| Participation rate | 40.0% | 65.5%-25.5pp | 81.7%-41.7pp | 72.3%-32.3pp |
| Annual return | 20.24% | 118.20%-98.0pp | 122.11%-101.9pp | 97.94%-77.7pp |
| Employer contribution / active EE | $185 | $1,844-90.0% | $5,168-96.4% | $2,406-92.3% |
| Participant deferral / active EE | $1,271 | $2,555-50.3% | $5,569-77.2% | $4,132-69.2% |
| Admin fee / account holder | $42 | $150-71.9% | $16,245-99.7% | $170-75.2% |