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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 | $14,764 | $46,877-68.5% | $122,354-87.9% | $70,124-78.9% |
| Participation rate | 42.9% | 58.2%-15.4pp | 71.6%-28.8pp | 69.5%-26.7pp |
| Annual return | 15.45% | 24.22%-8.8pp | 30.28%-14.8pp | 73.14%-57.7pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $944 | $2,167-56.5% | $3,287-71.3% | $3,332-71.7% |
| Admin fee / account holder | $129 | $3,324-96.1% | $5,479-97.7% | $4,645-97.2% |