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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 | $6,190 | $131,835-95.3% | $108,582-94.3% | $273,972-97.7% |
| Participation rate | 57.9% | 83.5%-25.6pp | 79.6%-21.7pp | 83.0%-25.1pp |
| Annual return | 19.21% | -91.57%+110.8pp | -51.70%+70.9pp | 41.46%-22.2pp |
| Employer contribution / active EE | $699 | $4,913-85.8% | $3,758-81.4% | $4,869-85.7% |
| Participant deferral / active EE | $1,879 | $5,127-63.4% | $4,311-56.4% | $5,287-64.5% |
| Admin fee / account holder | $260 | $10,253-97.5% | $7,645-96.6% | $10,133-97.4% |