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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 | $16,606 | $185,883-91.1% | $170,043-90.2% | $139,466-88.1% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 24.46% | 60.54%-36.1pp | 53.40%-28.9pp | 373.66%-349.2pp |
| Employer contribution / active EE | $348 | $7,596-95.4% | $6,790-94.9% | $4,754-92.7% |
| Participant deferral / active EE | $3,268 | $11,626-71.9% | $10,410-68.6% | $6,712-51.3% |
| Admin fee / account holder | $58 | $15,393-99.6% | $12,824-99.6% | $11,409-99.5% |