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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 | $16,048 | $168,636-90.5% | $147,617-89.1% | $125,393-87.2% |
| Participation rate | 60.0% | 88.8%-28.8pp | 84.6%-24.6pp | 83.2%-23.2pp |
| Annual return | 9.41% | 77.65%-68.2pp | 61.98%-52.6pp | 282.23%-272.8pp |
| Employer contribution / active EE | $1,149 | $6,252-81.6% | $5,565-79.4% | $4,866-76.4% |
| Participant deferral / active EE | $2,379 | $5,507-56.8% | $4,895-51.4% | $5,351-55.5% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,541-100.0% |