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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 | $14,375 | $97,550-85.3% | $120,344-88.1% | $87,485-83.6% |
| Participation rate | 60.0% | 72.8%-12.8pp | 76.7%-16.7pp | 68.9%-8.9pp |
| Annual return | 196.70% | 18.41%+178.3pp | 20.30%+176.4pp | 26.06%+170.6pp |
| Employer contribution / active EE | $589 | $2,291-74.3% | $3,020-80.5% | $2,596-77.3% |
| Participant deferral / active EE | $3,519 | $4,230-16.8% | $5,135-31.5% | $4,274-17.7% |
| Admin fee / account holder | $215 | $9,543-97.7% | $12,742-98.3% | $7,775-97.2% |