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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 | $23,292 | $67,602-65.5% | $82,312-71.7% | $70,126-66.8% |
| Participation rate | 32.7% | 72.8%-40.1pp | 76.9%-44.2pp | 69.5%-36.9pp |
| Annual return | 71.35% | 21.57%+49.8pp | 25.88%+45.5pp | 73.15%-1.8pp |
| Employer contribution / active EE | $5 | $1,755-99.7% | $2,428-99.8% | $2,343-99.8% |
| Participant deferral / active EE | $1,576 | $2,987-47.3% | $3,706-57.5% | $3,332-52.7% |
| Admin fee / account holder | $264 | $4,512-94.1% | $5,608-95.3% | $4,645-94.3% |