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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 | $9,019 | $149,679-94.0% | $117,039-92.3% | $147,585-93.9% |
| Participation rate | 62.5% | 83.5%-21.0pp | 77.2%-14.7pp | 82.8%-20.3pp |
| Annual return | 23.85% | 19.31%+4.5pp | 18.95%+4.9pp | 578.57%-554.7pp |
| Employer contribution / active EE | $710 | $4,937-85.6% | $3,785-81.2% | $4,876-85.4% |
| Participant deferral / active EE | $1,654 | $4,912-66.3% | $3,929-57.9% | $5,439-69.6% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |