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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 | $17,328 | $78,423-77.9% | $95,964-81.9% | $79,856-78.3% |
| Participation rate | 46.0% | 73.5%-27.5pp | 77.1%-31.1pp | 69.6%-23.6pp |
| Annual return | 19.10% | 19.37%-0.3pp | 91.64%-72.5pp | 31.71%-12.6pp |
| Employer contribution / active EE | $182 | $1,945-90.6% | $2,541-92.8% | $2,471-92.6% |
| Participant deferral / active EE | $1,892 | $3,440-45.0% | $4,167-54.6% | $3,741-49.4% |
| Admin fee / account holder | $235 | $5,622-95.8% | $6,797-96.5% | $5,306-95.6% |