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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 | $1,407 | $36,140-96.1% | $73,658-98.1% | $64,340-97.8% |
| Participation rate | 60.0% | 31.0%+29.0pp | 57.0%+3.0pp | 55.2%+4.8pp |
| Annual return | 25.83% | 21.48%+4.3pp | 29.72%-3.9pp | 24.14%+1.7pp |
| Employer contribution / active EE | $0 | $443-100.0% | $1,032-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $408 | $1,023-60.1% | $2,062-80.2% | $2,980-86.3% |
| Admin fee / account holder | $251 | $2,513-90.0% | $3,357-92.5% | $3,703-93.2% |