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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 | $6,220 | $45,050-86.2% | $63,018-90.1% | $70,126-91.1% |
| Participation rate | 33.9% | 69.5%-35.6pp | 74.8%-40.9pp | 69.5%-35.7pp |
| Annual return | 22.74% | 18.76%+4.0pp | 87.62%-64.9pp | 73.15%-50.4pp |
| Employer contribution / active EE | $109 | $2,052-94.7% | $2,761-96.1% | $2,343-95.4% |
| Participant deferral / active EE | $820 | $2,466-66.7% | $3,330-75.4% | $3,332-75.4% |
| Admin fee / account holder | $45 | $2,834-98.4% | $3,601-98.7% | $4,645-99.0% |