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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 | $5,157 | $106,005-95.1% | $92,239-94.4% | $147,585-96.5% |
| Participation rate | 25.0% | 80.4%-55.4pp | 76.5%-51.5pp | 82.8%-57.8pp |
| Annual return | 959.68% | 50.05%+909.6pp | 176.29%+783.4pp | 578.58%+381.1pp |
| Employer contribution / active EE | $680 | $4,333-84.3% | $3,680-81.5% | $4,876-86.0% |
| Participant deferral / active EE | $1,171 | $4,478-73.8% | $3,897-69.9% | $5,439-78.5% |
| Admin fee / account holder | $31 | $6,333-99.5% | $5,194-99.4% | $10,886-99.7% |