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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 | $9,465 | $104,664-91.0% | $85,693-89.0% | $167,518-94.3% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.9%-19.9pp | 82.1%-32.1pp |
| Annual return | 21.30% | 21.45%-0.1pp | 21.49%-0.2pp | 478.71%-457.4pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,618-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,250 | $4,824-53.4% | $3,923-42.6% | $6,342-64.5% |
| Admin fee / account holder | $61 | $10,032-99.4% | $6,874-99.1% | $12,312-99.5% |