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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 | $3,107 | $45,602-93.2% | $117,533-97.4% | $66,938-95.4% |
| Participation rate | 48.7% | 57.6%-8.9pp | 70.6%-21.9pp | 69.8%-21.1pp |
| Annual return | 0.00% | -16.74%+16.7pp | 29.77%-29.8pp | 1.58%-1.6pp |
| Employer contribution / active EE | $424 | $1,579-73.2% | $4,179-89.9% | $2,545-83.3% |
| Participant deferral / active EE | $1,369 | $2,845-51.9% | $4,072-66.4% | $4,238-67.7% |
| Admin fee / account holder | $2 | $661-99.7% | $5,647-100.0% | $594-99.7% |