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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 | $11,129 | $99,345-88.8% | $84,753-86.9% | $273,972-95.9% |
| Participation rate | 42.9% | 80.7%-37.8pp | 76.6%-33.7pp | 83.0%-40.2pp |
| Annual return | 8.79% | 22.93%-14.1pp | 22.78%-14.0pp | 41.46%-32.7pp |
| Employer contribution / active EE | $126 | $4,214-97.0% | $3,574-96.5% | $4,869-97.4% |
| Participant deferral / active EE | $2,965 | $4,270-30.6% | $3,712-20.1% | $5,287-43.9% |
| Admin fee / account holder | $7 | $6,645-99.9% | $5,333-99.9% | $10,133-99.9% |