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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 | $6,310 | $150,447-95.8% | $136,298-95.4% | $147,586-95.7% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 39.99% | 1049.15%-1009.2pp | 5156.27%-5116.3pp | 578.59%-538.6pp |
| Employer contribution / active EE | $238 | $5,256-95.5% | $4,696-94.9% | $4,876-95.1% |
| Participant deferral / active EE | $2,400 | $6,631-63.8% | $6,247-61.6% | $5,439-55.9% |
| Admin fee / account holder | $242 | $10,906-97.8% | $9,244-97.4% | $10,886-97.8% |