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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 | $14,420 | $48,064-70.0% | $78,778-81.7% | $69,631-79.3% |
| Participation rate | 46.9% | 61.6%-14.7pp | 69.2%-22.3pp | 70.7%-23.8pp |
| Annual return | 19.31% | 21.81%-2.5pp | 35.62%-16.3pp | 27571.02%-27551.7pp |
| Employer contribution / active EE | $118 | $744-84.2% | $1,986-94.1% | $2,032-94.2% |
| Participant deferral / active EE | $1,492 | $2,079-28.2% | $2,958-49.6% | $3,224-53.7% |
| Admin fee / account holder | $60 | $152-60.4% | $5,134-98.8% | $110-45.5% |