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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 | $23,184 | $213,785-89.2% | $185,441-87.5% | $155,188-85.1% |
| Participation rate | 66.7% | 83.2%-16.6pp | 80.3%-13.6pp | 80.8%-14.1pp |
| Annual return | 39.55% | 19.97%+19.6pp | 20.16%+19.4pp | 148.84%-109.3pp |
| Employer contribution / active EE | $823 | $5,393-84.7% | $4,672-82.4% | $4,248-80.6% |
| Participant deferral / active EE | $8,676 | $6,864+26.4% | $6,152+41.0% | $6,531+32.8% |
| Admin fee / account holder | $34 | $21,134-99.8% | $17,890-99.8% | $14,480-99.8% |