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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 | $8,478 | $77,638-89.1% | $156,551-94.6% | $62,881-86.5% |
| Participation rate | 23.7% | 71.2%-47.5pp | 84.0%-60.3pp | 69.3%-45.6pp |
| Annual return | 14.92% | 50.33%-35.4pp | 32.23%-17.3pp | 20.14%-5.2pp |
| Employer contribution / active EE | $265 | $3,444-92.3% | $5,501-95.2% | $2,281-88.4% |
| Participant deferral / active EE | $865 | $3,046-71.6% | $4,871-82.2% | $3,203-73.0% |
| Admin fee / account holder | $50 | $5,561-99.1% | $13,028-99.6% | $4,296-98.8% |