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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 | $6,385 | $113,338-94.4% | $94,993-93.3% | $147,586-95.7% |
| Participation rate | 38.9% | 78.0%-39.1pp | 73.9%-35.0pp | 82.8%-43.9pp |
| Annual return | 13.51% | 20.80%-7.3pp | 27.14%-13.6pp | 578.59%-565.1pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,748 | $3,777-53.7% | $3,317-47.3% | $5,439-67.9% |
| Admin fee / account holder | $44 | $6,063-99.3% | $4,960-99.1% | $10,886-99.6% |