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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 | $13,155 | $56,544-76.7% | $75,501-82.6% | $70,124-81.2% |
| Participation rate | 67.6% | 68.1%-0.5pp | 72.4%-4.8pp | 69.5%-2.0pp |
| Annual return | 15.62% | 23.59%-8.0pp | 27.35%-11.7pp | 73.14%-57.5pp |
| Employer contribution / active EE | $221 | $1,817-87.8% | $2,352-90.6% | $2,342-90.6% |
| Participant deferral / active EE | $1,095 | $2,580-57.6% | $3,142-65.2% | $3,332-67.1% |
| Admin fee / account holder | $61 | $3,827-98.4% | $5,801-98.9% | $4,645-98.7% |