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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 | $19,727 | $72,492-72.8% | $87,104-77.4% | $72,975-73.0% |
| Participation rate | 61.1% | 72.8%-11.7pp | 76.9%-15.8pp | 69.5%-8.4pp |
| Annual return | 95.57% | 24.46%+71.1pp | 28.19%+67.4pp | 81.01%+14.6pp |
| Employer contribution / active EE | $313 | $1,894-83.5% | $2,521-87.6% | $2,440-87.2% |
| Participant deferral / active EE | $7,280 | $3,270+122.7% | $4,048+79.8% | $3,608+101.8% |
| Admin fee / account holder | $194 | $5,055-96.2% | $7,491-97.4% | $5,124-96.2% |