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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 | $13,238 | $55,684-76.2% | $75,900-82.6% | $72,976-81.9% |
| Participation rate | 34.5% | 61.1%-26.6pp | 69.3%-34.7pp | 69.5%-34.9pp |
| Annual return | 23.08% | 27.60%-4.5pp | 30.73%-7.6pp | 81.02%-57.9pp |
| Employer contribution / active EE | $67 | $1,687-96.0% | $2,501-97.3% | $2,440-97.2% |
| Participant deferral / active EE | $1,176 | $2,634-55.4% | $3,604-67.4% | $3,608-67.4% |
| Admin fee / account holder | $253 | $3,981-93.7% | $5,421-95.3% | $5,124-95.1% |