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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 | $3,803 | $35,183-89.2% | $73,550-94.8% | $70,126-94.6% |
| Participation rate | 63.6% | 42.9%+20.7pp | 54.9%+8.7pp | 69.5%-5.9pp |
| Annual return | 33.18% | 26.90%+6.3pp | -15.16%+48.3pp | 73.15%-40.0pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,463 | $1,220+19.9% | $1,804-18.9% | $3,332-56.1% |
| Admin fee / account holder | $87 | $2,302-96.2% | $2,320-96.3% | $4,645-98.1% |