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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 | $11,060 | $49,164-77.5% | $121,169-90.9% | $75,181-85.3% |
| Participation rate | 26.5% | 55.4%-29.0pp | 69.5%-43.1pp | 67.2%-40.7pp |
| Annual return | 26.82% | 56.03%-29.2pp | 986.71%-959.9pp | 160.69%-133.9pp |
| Employer contribution / active EE | $251 | $1,546-83.8% | $4,168-94.0% | $2,671-90.6% |
| Participant deferral / active EE | $874 | $2,628-66.7% | $4,083-78.6% | $4,126-78.8% |
| Admin fee / account holder | $20 | $3,942-99.5% | $5,645-99.6% | $5,650-99.6% |