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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 | $12,816 | $131,835-90.3% | $108,582-88.2% | $273,970-95.3% |
| Participation rate | 58.8% | 83.5%-24.6pp | 79.6%-20.7pp | 83.0%-24.2pp |
| Annual return | 22.84% | -91.57%+114.4pp | -51.70%+74.5pp | 41.46%-18.6pp |
| Employer contribution / active EE | $545 | $4,913-88.9% | $3,758-85.5% | $4,869-88.8% |
| Participant deferral / active EE | $1,935 | $5,127-62.3% | $4,311-55.1% | $5,287-63.4% |
| Admin fee / account holder | $10 | $10,253-99.9% | $7,645-99.9% | $10,132-99.9% |