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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 | $16,316 | $148,629-89.0% | $135,982-88.0% | $139,487-88.3% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 121.18% | 79.33%+41.9pp | 68.32%+52.9pp | 373.84%-252.7pp |
| Employer contribution / active EE | $584 | $5,247-88.9% | $4,859-88.0% | $4,755-87.7% |
| Participant deferral / active EE | $10,084 | $8,102+24.5% | $7,760+29.9% | $6,713+50.2% |
| Admin fee / account holder | $300 | $12,406-97.6% | $10,767-97.2% | $11,407-97.4% |