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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 | $8,299 | $124,346-93.3% | $111,308-92.5% | $167,536-95.0% |
| Participation rate | 34.8% | 79.6%-44.9pp | 77.3%-42.5pp | 82.1%-47.3pp |
| Annual return | 32.05% | 37.45%-5.4pp | 54.67%-22.6pp | 478.82%-446.8pp |
| Employer contribution / active EE | $688 | $3,437-80.0% | $2,732-74.8% | $4,839-85.8% |
| Participant deferral / active EE | $2,020 | $5,182-61.0% | $4,487-55.0% | $6,342-68.1% |
| Admin fee / account holder | $40 | $10,621-99.6% | $7,965-99.5% | $12,315-99.7% |