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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 | $20,926 | $150,447-86.1% | $136,298-84.6% | $147,586-85.8% |
| Participation rate | 31.6% | 84.4%-52.8pp | 81.9%-50.3pp | 82.8%-51.2pp |
| Annual return | 15.82% | 1049.15%-1033.3pp | 5156.27%-5140.4pp | 578.59%-562.8pp |
| Employer contribution / active EE | $526 | $5,256-90.0% | $4,696-88.8% | $4,876-89.2% |
| Participant deferral / active EE | $2,133 | $6,631-67.8% | $6,247-65.9% | $5,439-60.8% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |