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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 | $13,092 | $124,314-89.5% | $109,163-88.0% | $167,518-92.2% |
| Participation rate | 44.4% | 79.4%-35.0pp | 75.9%-31.4pp | 82.1%-37.7pp |
| Annual return | 11.95% | 26.04%-14.1pp | 25.75%-13.8pp | 478.71%-466.8pp |
| Employer contribution / active EE | $235 | $4,209-94.4% | $3,723-93.7% | $4,838-95.1% |
| Participant deferral / active EE | $2,422 | $5,256-53.9% | $4,654-48.0% | $6,342-61.8% |
| Admin fee / account holder | $0 | $7,973-100.0% | $6,754-100.0% | $12,312-100.0% |