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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 | $4,143 | $106,280-96.1% | $96,538-95.7% | $139,487-97.0% |
| Participation rate | 52.6% | 77.8%-25.2pp | 74.3%-21.7pp | 80.3%-27.7pp |
| Annual return | 34.48% | 38.48%-4.0pp | 35.74%-1.3pp | 373.84%-339.4pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,394 | $5,457-74.5% | $4,880-71.4% | $6,713-79.2% |
| Admin fee / account holder | $50 | $7,888-99.4% | $6,737-99.3% | $11,407-99.6% |