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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 | $6,512 | $110,801-94.1% | $86,615-92.5% | $167,536-96.1% |
| Participation rate | 50.0% | 75.8%-25.8pp | 71.6%-21.6pp | 82.1%-32.1pp |
| Annual return | 27.55% | 116.96%-89.4pp | 63.51%-36.0pp | 478.82%-451.3pp |
| Employer contribution / active EE | $0 | $3,245-100.0% | $2,496-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,629 | $4,547+23.8% | $3,699+52.2% | $6,342-11.2% |
| Admin fee / account holder | $7 | $8,417-99.9% | $5,830-99.9% | $12,315-99.9% |