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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 | $19,171 | $168,635-88.6% | $147,617-87.0% | $125,389-84.7% |
| Participation rate | 53.8% | 88.8%-34.9pp | 84.6%-30.8pp | 83.2%-29.3pp |
| Annual return | -1.79% | 77.65%-79.4pp | 61.98%-63.8pp | 282.24%-284.0pp |
| Employer contribution / active EE | $1,249 | $6,252-80.0% | $5,564-77.6% | $4,866-74.3% |
| Participant deferral / active EE | $3,007 | $5,507-45.4% | $4,895-38.6% | $5,352-43.8% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |