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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 | $10,457 | $133,981-92.2% | $112,249-90.7% | $134,532-92.2% |
| Participation rate | 21.4% | 78.6%-57.1pp | 75.1%-53.6pp | 81.2%-59.8pp |
| Annual return | -18.80% | 47.16%-66.0pp | 27.48%-46.3pp | 418.27%-437.1pp |
| Employer contribution / active EE | $363 | $4,040-91.0% | $3,636-90.0% | $4,741-92.3% |
| Participant deferral / active EE | $1,544 | $5,292-70.8% | $4,729-67.3% | $6,401-75.9% |
| Admin fee / account holder | $33 | $7,492-99.6% | $6,412-99.5% | $11,429-99.7% |