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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 | $7,259 | $84,236-91.4% | $170,435-95.7% | $70,126-89.6% |
| Participation rate | 42.9% | 70.8%-28.0pp | 83.6%-40.7pp | 69.5%-26.7pp |
| Annual return | 337.73% | 23.06%+314.7pp | 205.94%+131.8pp | 73.15%+264.6pp |
| Employer contribution / active EE | $330 | $3,387-90.3% | $5,432-93.9% | $2,343-85.9% |
| Participant deferral / active EE | $1,911 | $3,086-38.1% | $4,939-61.3% | $3,332-42.6% |
| Admin fee / account holder | $151 | $5,698-97.4% | $13,881-98.9% | $4,645-96.8% |