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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,940 | $65,364-72.6% | $92,909-80.7% | $72,975-75.4% |
| Participation rate | 41.0% | 68.3%-27.3pp | 76.0%-35.0pp | 69.5%-28.5pp |
| Annual return | 24.46% | 42.11%-17.6pp | 109.44%-85.0pp | 81.01%-56.6pp |
| Employer contribution / active EE | $241 | $2,594-90.7% | $3,653-93.4% | $2,440-90.1% |
| Participant deferral / active EE | $1,768 | $3,128-43.5% | $4,238-58.3% | $3,608-51.0% |
| Admin fee / account holder | $218 | $4,251-94.9% | $5,795-96.2% | $5,124-95.8% |