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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 | $8,954 | $104,251-91.4% | $91,004-90.2% | $147,586-93.9% |
| Participation rate | 33.3% | 78.2%-44.9pp | 75.6%-42.3pp | 82.8%-49.5pp |
| Annual return | 28.03% | 27.06%+1.0pp | 4.60%+23.4pp | 578.59%-550.6pp |
| Employer contribution / active EE | $333 | $3,116-89.3% | $2,456-86.4% | $4,876-93.2% |
| Participant deferral / active EE | $1,137 | $4,195-72.9% | $3,548-67.9% | $5,439-79.1% |
| Admin fee / account holder | $28 | $8,948-99.7% | $5,417-99.5% | $10,886-99.7% |