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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 | $16,967 | $123,000-86.2% | $105,582-83.9% | $198,609-91.5% |
| Participation rate | 40.0% | 76.8%-36.8pp | 71.8%-31.8pp | 82.4%-42.4pp |
| Annual return | 20.37% | 18.31%+2.1pp | 18.61%+1.8pp | 202.70%-182.3pp |
| Employer contribution / active EE | $205 | $3,582-94.3% | $2,984-93.1% | $5,055-95.9% |
| Participant deferral / active EE | $2,067 | $5,013-58.8% | $4,353-52.5% | $6,977-70.4% |
| Admin fee / account holder | $111 | $16,254-99.3% | $12,856-99.1% | $19,030-99.4% |