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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 | $11,649 | $110,240-89.4% | $96,544-87.9% | $139,487-91.6% |
| Participation rate | 21.4% | 78.1%-56.7pp | 76.0%-54.6pp | 80.3%-58.9pp |
| Annual return | 65.88% | 26.41%+39.5pp | 25.88%+40.0pp | 373.84%-308.0pp |
| Employer contribution / active EE | $89 | $3,622-97.5% | $2,966-97.0% | $4,755-98.1% |
| Participant deferral / active EE | $1,974 | $5,549-64.4% | $4,851-59.3% | $6,713-70.6% |
| Admin fee / account holder | $59 | $11,602-99.5% | $8,254-99.3% | $11,407-99.5% |