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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 | $5,507 | $57,828-90.5% | $117,039-95.3% | $70,126-92.1% |
| Participation rate | 47.1% | 67.1%-20.1pp | 77.2%-30.1pp | 69.5%-22.5pp |
| Annual return | 22.43% | 17.55%+4.9pp | 18.95%+3.5pp | 73.15%-50.7pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,360 | $2,438-44.2% | $3,929-65.4% | $3,332-59.2% |
| Admin fee / account holder | $238 | $3,548-93.3% | $5,974-96.0% | $4,645-94.9% |