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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 | $5,482 | $45,343-87.9% | $150,298-96.4% | $67,986-91.9% |
| Participation rate | 26.1% | 51.9%-25.7pp | 77.8%-51.6pp | 57.2%-31.1pp |
| Annual return | 232.98% | 33.28%+199.7pp | 62.79%+170.2pp | 31.67%+201.3pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $802 | $2,055-60.9% | $5,453-85.3% | $3,358-76.1% |
| Admin fee / account holder | $79 | $2,250-96.5% | $14,116-99.4% | $3,203-97.5% |