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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 | $16,535 | $106,923-84.5% | $84,023-80.3% | $152,909-89.2% |
| Participation rate | 50.0% | 75.3%-25.3pp | 69.0%-19.0pp | 82.5%-32.5pp |
| Annual return | 31.05% | 105.02%-74.0pp | 71.32%-40.3pp | 345.46%-314.4pp |
| Employer contribution / active EE | $173 | $2,735-93.7% | $1,984-91.3% | $4,764-96.4% |
| Participant deferral / active EE | $4,335 | $4,013+8.0% | $3,239+33.8% | $5,851-25.9% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |