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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 | $15,023 | $176,794-91.5% | $146,647-89.8% | $167,553-91.0% |
| Participation rate | 35.7% | 83.6%-47.9pp | 80.1%-44.4pp | 82.1%-46.4pp |
| Annual return | 21.26% | 24.04%-2.8pp | 22.75%-1.5pp | 478.89%-457.6pp |
| Employer contribution / active EE | $992 | $5,161-80.8% | $4,137-76.0% | $4,840-79.5% |
| Participant deferral / active EE | $2,079 | $6,440-67.7% | $5,506-62.3% | $6,343-67.2% |
| Admin fee / account holder | $108 | $13,262-99.2% | $10,281-99.0% | $12,316-99.1% |