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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 | $5,200 | $63,346-91.8% | $92,240-94.4% | $70,126-92.6% |
| Participation rate | 34.5% | 68.7%-34.2pp | 76.5%-42.0pp | 69.5%-35.1pp |
| Annual return | 512.02% | 530.19%-18.2pp | 176.29%+335.7pp | 73.15%+438.9pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,625 | $2,854-43.1% | $3,897-58.3% | $3,332-51.2% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |