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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 | $8,767 | $61,166-85.7% | $185,849-95.3% | $79,391-89.0% |
| Participation rate | 50.5% | 66.6%-16.1pp | 81.7%-31.2pp | 70.7%-20.2pp |
| Annual return | 13.76% | 19.45%-5.7pp | 122.10%-108.3pp | 116.88%-103.1pp |
| Employer contribution / active EE | $597 | $2,321-74.3% | $5,169-88.5% | $2,428-75.4% |
| Participant deferral / active EE | $1,076 | $2,789-61.4% | $5,569-80.7% | $4,046-73.4% |
| Admin fee / account holder | $49 | $710-93.1% | $16,244-99.7% | $627-92.2% |