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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 | $6,501 | $112,935-94.2% | $90,970-92.9% | $158,966-95.9% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 14.69% | 215.79%-201.1pp | 134.58%-119.9pp | 302.95%-288.3pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,338 | $4,129-67.6% | $3,373-60.3% | $5,983-77.6% |
| Admin fee / account holder | $274 | $8,045-96.6% | $5,960-95.4% | $11,250-97.6% |