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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 | $12,058 | $227,291-94.7% | $214,702-94.4% | $155,188-92.2% |
| Participation rate | 66.7% | 88.0%-21.3pp | 87.5%-20.8pp | 80.8%-14.1pp |
| Annual return | 34.93% | 60.08%-25.1pp | 54.55%-19.6pp | 148.84%-113.9pp |
| Employer contribution / active EE | $1,125 | $6,772-83.4% | $6,461-82.6% | $4,248-73.5% |
| Participant deferral / active EE | $3,856 | $9,582-59.8% | $9,147-57.8% | $6,531-41.0% |
| Admin fee / account holder | $17 | $20,413-99.9% | $19,830-99.9% | $14,480-99.9% |