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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 | $8,263 | $77,419-89.3% | $69,461-88.1% | $152,885-94.6% |
| Participation rate | 53.3% | 78.1%-24.8pp | 74.6%-21.3pp | 82.5%-29.1pp |
| Annual return | 35.26% | 39.07%-3.8pp | 28.97%+6.3pp | 345.39%-310.1pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,497 | $4,414-43.4% | $3,536-29.4% | $5,851-57.3% |
| Admin fee / account holder | $210 | $6,207-96.6% | $3,840-94.5% | $11,598-98.2% |