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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 | $6,722 | $67,602-90.1% | $82,312-91.8% | $70,126-90.4% |
| Participation rate | 68.1% | 72.8%-4.7pp | 76.9%-8.8pp | 69.5%-1.4pp |
| Annual return | 200.96% | 21.57%+179.4pp | 25.88%+175.1pp | 73.15%+127.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,450 | $2,987-51.5% | $3,706-60.9% | $3,332-56.5% |
| Admin fee / account holder | $218 | $4,512-95.2% | $5,608-96.1% | $4,645-95.3% |