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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 | $9,198 | $56,110-83.6% | $94,993-90.3% | $70,126-86.9% |
| Participation rate | 19.6% | 65.0%-45.4pp | 73.9%-54.3pp | 69.5%-50.0pp |
| Annual return | 18.43% | 51.02%-32.6pp | 27.14%-8.7pp | 73.15%-54.7pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,102 | $2,391-53.9% | $3,317-66.8% | $3,332-66.9% |
| Admin fee / account holder | $80 | $3,456-97.7% | $4,960-98.4% | $4,645-98.3% |