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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 | $6,257 | $38,969-83.9% | $109,313-94.3% | $55,167-88.7% |
| Participation rate | 48.5% | 58.2%-9.7pp | 71.3%-22.7pp | 69.0%-20.4pp |
| Annual return | 14.36% | 8.26%+6.1pp | 22.07%-7.7pp | 169.23%-154.9pp |
| Employer contribution / active EE | $80 | $1,227-93.5% | $3,892-97.9% | $1,963-95.9% |
| Participant deferral / active EE | $1,669 | $2,176-23.3% | $3,166-47.3% | $3,054-45.4% |
| Admin fee / account holder | $274 | $501-45.4% | $5,666-95.2% | $504-45.7% |