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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 | $16,631 | $88,707-81.3% | $74,184-77.6% | $273,972-93.9% |
| Participation rate | 25.0% | 79.4%-54.4pp | 76.6%-51.6pp | 83.0%-58.0pp |
| Annual return | 13.52% | 11.94%+1.6pp | 17.74%-4.2pp | 41.46%-27.9pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,160 | $4,212-48.7% | $3,550-39.1% | $5,287-59.1% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |