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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 | $3,331 | $185,312-98.2% | $161,489-97.9% | $154,746-97.8% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 87.05% | 103.84%-16.8pp | 89.72%-2.7pp | 172.34%-85.3pp |
| Employer contribution / active EE | $564 | $4,769-88.2% | $4,268-86.8% | $4,379-87.1% |
| Participant deferral / active EE | $2,100 | $6,350-66.9% | $5,630-62.7% | $6,730-68.8% |
| Admin fee / account holder | $18 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |