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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 | $2,418 | $58,311-95.9% | $81,882-97.0% | $80,959-97.0% |
| Participation rate | 41.7% | 63.5%-21.8pp | 72.4%-30.7pp | 67.7%-26.0pp |
| Annual return | 17.18% | 41.85%-24.7pp | 779.47%-762.3pp | 35.67%-18.5pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $817 | $3,287-75.1% | $4,323-81.1% | $4,300-81.0% |
| Admin fee / account holder | $11 | $4,752-99.8% | $7,360-99.9% | $6,925-99.8% |