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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 | $11,559 | $99,652-88.4% | $78,778-85.3% | $147,586-92.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 97.44% | 47.28%+50.2pp | 35.62%+61.8pp | 578.59%-481.2pp |
| Employer contribution / active EE | $191 | $2,796-93.2% | $1,986-90.4% | $4,876-96.1% |
| Participant deferral / active EE | $2,594 | $3,664-29.2% | $2,958-12.3% | $5,439-52.3% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |