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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 | $22,135 | $168,635-86.9% | $147,617-85.0% | $125,389-82.3% |
| Participation rate | 0.0% | 88.8%-88.8pp | 84.6%-84.6pp | 83.2%-83.2pp |
| Annual return | -1.33% | 77.65%-79.0pp | 61.98%-63.3pp | 282.24%-283.6pp |
| Employer contribution / active EE | $304 | $6,252-95.1% | $5,564-94.5% | $4,866-93.8% |
| Participant deferral / active EE | $2,348 | $5,507-57.4% | $4,895-52.0% | $5,352-56.1% |
| Admin fee / account holder | $300 | $13,580-97.8% | $11,612-97.4% | $9,541-96.9% |