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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 | $11,416 | $66,124-82.7% | $90,440-87.4% | $73,493-84.5% |
| Participation rate | 18.8% | 69.7%-50.9pp | 72.7%-53.9pp | 70.7%-51.9pp |
| Annual return | 23.19% | 17.65%+5.5pp | 1294.38%-1271.2pp | 28.51%-5.3pp |
| Employer contribution / active EE | $244 | $2,346-89.6% | $3,263-92.5% | $2,270-89.2% |
| Participant deferral / active EE | $1,155 | $3,039-62.0% | $3,964-70.9% | $3,740-69.1% |
| Admin fee / account holder | $45 | $396-88.6% | $5,615-99.2% | $513-91.2% |