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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 | $21,484 | $157,276-86.3% | $141,177-84.8% | $152,885-85.9% |
| Participation rate | 46.2% | 84.8%-38.7pp | 82.5%-36.3pp | 82.5%-36.3pp |
| Annual return | 39.67% | 64.33%-24.7pp | 71.40%-31.7pp | 345.39%-305.7pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,878 | $7,110-17.3% | $6,710-12.4% | $5,851+0.5% |
| Admin fee / account holder | $43 | $12,123-99.6% | $10,263-99.6% | $11,598-99.6% |