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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 | $5,484 | $129,737-95.8% | $119,126-95.4% | $154,746-96.5% |
| Participation rate | 62.5% | 78.9%-16.4pp | 75.8%-13.3pp | 80.7%-18.2pp |
| Annual return | 13.38% | 379.08%-365.7pp | 282.11%-268.7pp | 172.34%-159.0pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,248 | $5,842-61.5% | $5,318-57.7% | $6,730-66.6% |
| Admin fee / account holder | $79 | $11,961-99.3% | $10,693-99.3% | $14,365-99.4% |