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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 | $13,554 | $56,197-75.9% | $67,652-80.0% | $59,633-77.3% |
| Participation rate | 32.2% | 71.5%-39.2pp | 75.7%-43.4pp | 68.7%-36.4pp |
| Annual return | -1.87% | 18508.10%-18510.0pp | 6625.40%-6627.3pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $254 | $1,615-84.3% | $2,266-88.8% | $2,203-88.5% |
| Participant deferral / active EE | $1,409 | $2,844-50.5% | $3,560-60.4% | $3,192-55.9% |
| Admin fee / account holder | $124 | $3,958-96.9% | $4,821-97.4% | $4,297-97.1% |