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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 | $13,802 | $124,336-88.9% | $111,303-87.6% | $167,518-91.8% |
| Participation rate | 31.3% | 79.6%-48.4pp | 77.3%-46.1pp | 82.1%-50.9pp |
| Annual return | 16.22% | 37.45%-21.2pp | 54.66%-38.4pp | 478.71%-462.5pp |
| Employer contribution / active EE | $389 | $3,436-88.7% | $2,731-85.8% | $4,838-92.0% |
| Participant deferral / active EE | $1,703 | $5,181-67.1% | $4,487-62.0% | $6,342-73.1% |
| Admin fee / account holder | $80 | $10,623-99.2% | $7,966-99.0% | $12,312-99.4% |