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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 | $19,806 | $181,896-89.1% | $156,551-87.3% | $273,972-92.8% |
| Participation rate | 20.0% | 88.4%-68.4pp | 84.0%-64.0pp | 83.0%-63.0pp |
| Annual return | 61.61% | 30.74%+30.9pp | 32.23%+29.4pp | 41.46%+20.2pp |
| Employer contribution / active EE | $609 | $6,248-90.3% | $5,501-88.9% | $4,869-87.5% |
| Participant deferral / active EE | $2,439 | $5,550-56.1% | $4,871-49.9% | $5,287-53.9% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |