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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 | $3,059 | $96,630-96.8% | $86,605-96.5% | $139,427-97.8% |
| Participation rate | 62.5% | 74.4%-11.9pp | 71.7%-9.2pp | 80.3%-17.8pp |
| Annual return | 26.64% | 106.48%-79.8pp | 591.39%-564.8pp | 373.27%-346.6pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $957 | $4,836-80.2% | $4,438-78.4% | $6,711-85.7% |
| Admin fee / account holder | $19 | $6,405-99.7% | $5,611-99.7% | $11,404-99.8% |