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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 | $15,222 | $69,708-78.2% | $67,560-77.5% | $74,478-79.6% |
| Participation rate | 41.0% | 71.4%-30.4pp | 72.9%-31.9pp | 67.2%-26.2pp |
| Annual return | 14.31% | -40.67%+55.0pp | 3533.50%-3519.2pp | 1370.56%-1356.3pp |
| Employer contribution / active EE | $563 | $2,715-79.3% | $2,737-79.4% | $2,626-78.6% |
| Participant deferral / active EE | $1,219 | $3,637-66.5% | $4,004-69.5% | $4,350-72.0% |
| Admin fee / account holder | $274 | $887-69.2% | $3,994-93.2% | $1,946-85.9% |