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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 | $11,128 | $106,524-89.6% | $152,301-92.7% | $87,485-87.3% |
| Participation rate | 58.6% | 75.8%-17.1pp | 82.4%-23.8pp | 68.9%-10.3pp |
| Annual return | 18.72% | 26.89%-8.2pp | 80.50%-61.8pp | 26.06%-7.3pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,920 | $6,525-55.2% | $8,004-63.5% | $4,274-31.7% |
| Admin fee / account holder | $121 | $8,287-98.5% | $14,398-99.2% | $7,775-98.4% |