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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 | $30,880 | $184,000-83.2% | $162,185-81.0% | $152,909-79.8% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 22.62% | 150.80%-128.2pp | 115.61%-93.0pp | 345.46%-322.8pp |
| Employer contribution / active EE | $726 | $6,370-88.6% | $5,613-87.1% | $4,764-84.8% |
| Participant deferral / active EE | $7,000 | $8,033-12.9% | $7,297-4.1% | $5,851+19.6% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |