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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 | $13,255 | $100,901-86.9% | $75,501-82.4% | $147,586-91.0% |
| Participation rate | 68.8% | 77.1%-8.4pp | 72.4%-3.6pp | 82.8%-14.1pp |
| Annual return | 13.65% | 35.78%-22.1pp | 27.35%-13.7pp | 578.59%-564.9pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,022 | $4,027-74.6% | $3,142-67.5% | $5,439-81.2% |
| Admin fee / account holder | $102 | $11,285-99.1% | $5,801-98.2% | $10,886-99.1% |