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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 | $13,314 | $154,228-91.4% | $145,433-90.8% | $137,256-90.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 23.83% | 74.59%-50.8pp | 66.58%-42.7pp | 220.34%-196.5pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,120 | $8,216-62.0% | $7,897-60.5% | $6,407-51.3% |
| Admin fee / account holder | $120 | $14,344-99.2% | $13,129-99.1% | $12,270-99.0% |