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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 | $15,192 | $183,539-91.7% | $155,556-90.2% | $145,897-89.6% |
| Participation rate | 47.1% | 82.7%-35.7pp | 78.2%-31.2pp | 80.3%-33.2pp |
| Annual return | 19.92% | 61.31%-41.4pp | 64.84%-44.9pp | 552.29%-532.4pp |
| Employer contribution / active EE | $484 | $5,315-90.9% | $4,675-89.6% | $4,663-89.6% |
| Participant deferral / active EE | $2,870 | $6,467-55.6% | $5,631-49.0% | $6,689-57.1% |
| Admin fee / account holder | $8 | $19,275-100.0% | $15,885-100.0% | $13,390-99.9% |