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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 | $7,276 | $124,346-94.1% | $111,306-93.5% | $167,553-95.7% |
| Participation rate | 36.4% | 79.6%-43.3pp | 77.3%-41.0pp | 82.1%-45.8pp |
| Annual return | 64.87% | 37.46%+27.4pp | 54.67%+10.2pp | 478.89%-414.0pp |
| Employer contribution / active EE | $257 | $3,438-92.5% | $2,732-90.6% | $4,840-94.7% |
| Participant deferral / active EE | $1,964 | $5,182-62.1% | $4,488-56.2% | $6,343-69.0% |
| Admin fee / account holder | $6 | $10,623-99.9% | $7,966-99.9% | $12,316-100.0% |