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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 | $8,895 | $106,003-91.6% | $92,236-90.4% | $147,585-94.0% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 74.75% | 50.05%+24.7pp | 176.29%-101.5pp | 578.57%-503.8pp |
| Employer contribution / active EE | $356 | $4,333-91.8% | $3,679-90.3% | $4,876-92.7% |
| Participant deferral / active EE | $3,667 | $4,478-18.1% | $3,897-5.9% | $5,439-32.6% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,885-100.0% |