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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 | $7,676 | $65,712-88.3% | $57,196-86.6% | $273,972-97.2% |
| Participation rate | 21.4% | 78.3%-56.9pp | 75.3%-53.9pp | 83.0%-61.6pp |
| Annual return | 50.36% | 22.01%+28.4pp | 14.59%+35.8pp | 41.46%+8.9pp |
| Employer contribution / active EE | $104 | $3,280-96.8% | $2,683-96.1% | $4,869-97.9% |
| Participant deferral / active EE | $1,240 | $3,782-67.2% | $3,096-60.0% | $5,287-76.5% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |