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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 | $7,987 | $148,582-94.6% | $135,942-94.1% | $139,456-94.3% |
| Participation rate | 34.8% | 83.9%-49.1pp | 81.9%-47.1pp | 80.3%-45.5pp |
| Annual return | 31.57% | 79.26%-47.7pp | 68.28%-36.7pp | 373.45%-341.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,825 | $8,101-65.1% | $7,759-63.6% | $6,711-57.9% |
| Admin fee / account holder | $86 | $12,402-99.3% | $10,764-99.2% | $11,407-99.2% |