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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 | $8,416 | $185,312-95.5% | $161,489-94.8% | $154,746-94.6% |
| Participation rate | 59.1% | 82.5%-23.4pp | 78.7%-19.6pp | 80.7%-21.6pp |
| Annual return | 291.41% | 103.84%+187.6pp | 89.72%+201.7pp | 172.34%+119.1pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,231 | $6,350-64.9% | $5,630-60.4% | $6,730-66.8% |
| Admin fee / account holder | $127 | $18,654-99.3% | $16,006-99.2% | $14,365-99.1% |