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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 | $21,576 | $102,385-78.9% | $147,080-85.3% | $80,935-73.3% |
| Participation rate | 62.5% | 75.9%-13.4pp | 82.2%-19.7pp | 67.7%-5.2pp |
| Annual return | 14.98% | 135.09%-120.1pp | 420.17%-405.2pp | 35.66%-20.7pp |
| Employer contribution / active EE | $455 | $3,717-87.8% | $4,933-90.8% | $2,757-83.5% |
| Participant deferral / active EE | $5,089 | $6,651-23.5% | $8,066-36.9% | $4,299+18.4% |
| Admin fee / account holder | $263 | $7,951-96.7% | $12,989-98.0% | $6,924-96.2% |