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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 | $19,864 | $83,485-76.2% | $125,192-84.1% | $72,975-72.8% |
| Participation rate | 66.7% | 73.3%-6.6pp | 79.8%-13.1pp | 69.5%-2.8pp |
| Annual return | 20.21% | 25.77%-5.6pp | 43.79%-23.6pp | 81.01%-60.8pp |
| Employer contribution / active EE | $343 | $2,346-85.4% | $3,866-91.1% | $2,440-86.0% |
| Participant deferral / active EE | $2,349 | $3,586-34.5% | $4,937-52.4% | $3,608-34.9% |
| Admin fee / account holder | $102 | $5,518-98.2% | $9,704-99.0% | $5,124-98.0% |