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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 | $6,146 | $61,356-90.0% | $149,696-95.9% | $71,511-91.4% |
| Participation rate | 32.7% | 62.5%-29.8pp | 78.8%-46.1pp | 67.9%-35.2pp |
| Annual return | 87.83% | 35.86%+52.0pp | 134.46%-46.6pp | 28.86%+59.0pp |
| Employer contribution / active EE | $276 | $2,382-88.4% | $4,821-94.3% | $2,589-89.4% |
| Participant deferral / active EE | $1,000 | $2,920-65.7% | $5,682-82.4% | $4,291-76.7% |
| Admin fee / account holder | $119 | $1,263-90.6% | $13,212-99.1% | $1,588-92.5% |