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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 | $8,561 | $124,213-93.1% | $118,106-92.8% | $154,746-94.5% |
| Participation rate | 63.6% | 83.6%-20.0pp | 81.9%-18.2pp | 80.7%-17.1pp |
| Annual return | 24.39% | 18.29%+6.1pp | 19.44%+4.9pp | 172.34%-147.9pp |
| Employer contribution / active EE | $1,084 | $4,905-77.9% | $4,698-76.9% | $4,379-75.2% |
| Participant deferral / active EE | $2,752 | $6,859-59.9% | $6,619-58.4% | $6,730-59.1% |
| Admin fee / account holder | $23 | $9,627-99.8% | $8,973-99.7% | $14,365-99.8% |