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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 | $9,259 | $115,814-92.0% | $101,275-90.9% | $158,982-94.2% |
| Participation rate | 60.9% | 79.4%-18.5pp | 75.8%-14.9pp | 82.0%-21.1pp |
| Annual return | 32.12% | 56.16%-24.0pp | 46.48%-14.4pp | 302.99%-270.9pp |
| Employer contribution / active EE | $306 | $4,176-92.7% | $3,660-91.6% | $4,763-93.6% |
| Participant deferral / active EE | $1,470 | $4,958-70.4% | $4,371-66.4% | $5,983-75.4% |
| Admin fee / account holder | $126 | $7,249-98.3% | $5,948-97.9% | $11,252-98.9% |