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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 | $30,621 | $197,637-84.5% | $177,848-82.8% | $158,982-80.7% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 37.52% | 58.77%-21.2pp | 48.33%-10.8pp | 302.99%-265.5pp |
| Employer contribution / active EE | $1,200 | $6,698-82.1% | $5,919-79.7% | $4,763-74.8% |
| Participant deferral / active EE | $3,375 | $8,405-59.8% | $7,714-56.2% | $5,983-43.6% |
| Admin fee / account holder | $20 | $15,406-99.9% | $12,431-99.8% | $11,252-99.8% |