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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 | $7,969 | $77,920-89.8% | $149,723-94.7% | $75,177-89.4% |
| Participation rate | 16.4% | 65.6%-49.2pp | 78.8%-62.4pp | 67.2%-50.8pp |
| Annual return | 60.97% | 31.72%+29.2pp | 134.50%-73.5pp | 160.75%-99.8pp |
| Employer contribution / active EE | $253 | $3,138-92.0% | $4,821-94.8% | $2,671-90.5% |
| Participant deferral / active EE | $916 | $3,411-73.1% | $5,682-83.9% | $4,126-77.8% |
| Admin fee / account holder | $12 | $5,951-99.8% | $13,215-99.9% | $5,651-99.8% |