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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 | $18,930 | $89,367-78.8% | $141,191-86.6% | $72,975-74.1% |
| Participation rate | 47.3% | 75.1%-27.8pp | 82.5%-35.2pp | 69.5%-22.2pp |
| Annual return | 116.04% | 111.87%+4.2pp | 71.41%+44.6pp | 81.01%+35.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,635 | $5,419-32.9% | $6,710-45.8% | $3,608+0.8% |
| Admin fee / account holder | $280 | $5,957-95.3% | $10,264-97.3% | $5,124-94.5% |