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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 | $4,306 | $57,590-92.5% | $86,233-95.0% | $82,448-94.8% |
| Participation rate | 50.0% | 57.9%-7.9pp | 69.0%-19.0pp | 68.1%-18.1pp |
| Annual return | 24.44% | 22.41%+2.0pp | 61.39%-37.0pp | 41.64%-17.2pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $897 | $3,080-70.9% | $4,559-80.3% | $4,139-78.3% |
| Admin fee / account holder | $113 | $4,730-97.6% | $8,342-98.6% | $7,234-98.4% |