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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 | $15,265 | $185,883-91.8% | $170,043-91.0% | $139,466-89.1% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 26.13% | 60.54%-34.4pp | 53.40%-27.3pp | 373.66%-347.5pp |
| Employer contribution / active EE | $576 | $7,596-92.4% | $6,790-91.5% | $4,754-87.9% |
| Participant deferral / active EE | $3,424 | $11,626-70.5% | $10,410-67.1% | $6,712-49.0% |
| Admin fee / account holder | $20 | $15,393-99.9% | $12,824-99.8% | $11,409-99.8% |