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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 | $23,323 | $181,896-87.2% | $156,551-85.1% | $273,972-91.5% |
| Participation rate | 47.8% | 88.4%-40.6pp | 84.0%-36.2pp | 83.0%-35.2pp |
| Annual return | 112.14% | 30.74%+81.4pp | 32.23%+79.9pp | 41.46%+70.7pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,400 | $5,550-38.7% | $4,871-30.2% | $5,287-35.7% |
| Admin fee / account holder | $143 | $15,560-99.1% | $13,028-98.9% | $10,133-98.6% |