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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 | $5,726 | $58,241-90.2% | $81,780-93.0% | $80,911-92.9% |
| Participation rate | 19.4% | 63.4%-44.0pp | 72.4%-52.9pp | 67.6%-48.2pp |
| Annual return | 29.20% | 41.73%-12.5pp | 776.27%-747.1pp | 35.63%-6.4pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $807 | $3,283-75.4% | $4,321-81.3% | $4,297-81.2% |
| Admin fee / account holder | $262 | $4,973-94.7% | $7,384-96.4% | $6,935-96.2% |