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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 | $4,268 | $63,346-93.3% | $92,240-95.4% | $70,126-93.9% |
| Participation rate | 56.8% | 68.7%-11.9pp | 76.5%-19.7pp | 69.5%-12.8pp |
| Annual return | 43.92% | 530.19%-486.3pp | 176.29%-132.4pp | 73.15%-29.2pp |
| Employer contribution / active EE | $297 | $2,471-88.0% | $3,680-91.9% | $2,343-87.3% |
| Participant deferral / active EE | $1,435 | $2,854-49.7% | $3,897-63.2% | $3,332-56.9% |
| Admin fee / account holder | $27 | $3,841-99.3% | $5,194-99.5% | $4,645-99.4% |