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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 | $11,747 | $175,257-93.3% | $149,717-92.2% | $139,456-91.6% |
| Participation rate | 22.2% | 83.4%-61.2pp | 78.8%-56.6pp | 80.3%-58.1pp |
| Annual return | 26.57% | 166.70%-140.1pp | 134.41%-107.8pp | 373.45%-346.9pp |
| Employer contribution / active EE | $724 | $5,477-86.8% | $4,820-85.0% | $4,753-84.8% |
| Participant deferral / active EE | $2,048 | $6,521-68.6% | $5,682-64.0% | $6,711-69.5% |
| Admin fee / account holder | $20 | $16,156-99.9% | $13,213-99.8% | $11,407-99.8% |