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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 | $14,235 | $63,346-77.5% | $92,240-84.6% | $70,126-79.7% |
| Participation rate | 20.7% | 68.7%-48.0pp | 76.5%-55.8pp | 69.5%-48.9pp |
| Annual return | 29.45% | 530.19%-500.7pp | 176.29%-146.8pp | 73.15%-43.7pp |
| Employer contribution / active EE | $418 | $2,471-83.1% | $3,680-88.6% | $2,343-82.2% |
| Participant deferral / active EE | $1,550 | $2,854-45.7% | $3,897-60.2% | $3,332-53.5% |
| Admin fee / account holder | $22 | $3,841-99.4% | $5,194-99.6% | $4,645-99.5% |