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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 | $9,451 | $148,582-93.6% | $135,942-93.0% | $139,456-93.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 19.24% | 79.26%-60.0pp | 68.28%-49.0pp | 373.45%-354.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,200 | $8,101-60.5% | $7,759-58.8% | $6,711-52.3% |
| Admin fee / account holder | $33 | $12,402-99.7% | $10,764-99.7% | $11,407-99.7% |