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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 | $13,325 | $185,312-92.8% | $161,489-91.7% | $154,746-91.4% |
| Participation rate | 41.2% | 82.5%-41.3pp | 78.7%-37.5pp | 80.7%-39.5pp |
| Annual return | 20.40% | 103.84%-83.4pp | 89.72%-69.3pp | 172.34%-151.9pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,286 | $6,350-48.3% | $5,630-41.6% | $6,730-51.2% |
| Admin fee / account holder | $28 | $18,654-99.8% | $16,006-99.8% | $14,365-99.8% |