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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 | $7,167 | $181,062-96.0% | $158,223-95.5% | $155,188-95.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 65.78% | 57.39%+8.4pp | 52.09%+13.7pp | 148.84%-83.1pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,269 | $6,134-46.7% | $5,467-40.2% | $6,531-49.9% |
| Admin fee / account holder | $2 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |