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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 | $12,388 | $33,745-63.3% | $64,105-80.7% | $55,191-77.6% |
| Participation rate | 41.4% | 59.4%-17.9pp | 68.2%-26.7pp | 69.2%-27.7pp |
| Annual return | 1.05% | 4.95%-3.9pp | 791.24%-790.2pp | 10.78%-9.7pp |
| Employer contribution / active EE | $115 | $641-82.0% | $1,820-93.7% | $1,899-93.9% |
| Participant deferral / active EE | $1,083 | $1,929-43.9% | $2,822-61.6% | $3,046-64.5% |
| Admin fee / account holder | $63 | $94-33.7% | $4,499-98.6% | $91-31.1% |