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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 | $11,173 | $160,028-93.0% | $147,080-92.4% | $145,884-92.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 25.11% | 98.60%-73.5pp | 420.17%-395.1pp | 551.85%-526.7pp |
| Employer contribution / active EE | $200 | $5,286-96.2% | $4,933-95.9% | $4,662-95.7% |
| Participant deferral / active EE | $3,272 | $8,422-61.1% | $8,066-59.4% | $6,690-51.1% |
| Admin fee / account holder | $136 | $15,030-99.1% | $12,989-99.0% | $13,392-99.0% |