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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 | $8,107 | $52,279-84.5% | $89,414-90.9% | $79,852-89.8% |
| Participation rate | 51.9% | 57.5%-5.7pp | 68.0%-16.1pp | 69.6%-17.8pp |
| Annual return | 419.93% | 22.16%+397.8pp | 245.50%+174.4pp | 31.72%+388.2pp |
| Employer contribution / active EE | $226 | $1,572-85.6% | $2,586-91.3% | $2,471-90.9% |
| Participant deferral / active EE | $2,162 | $2,740-21.1% | $3,890-44.4% | $3,740-42.2% |
| Admin fee / account holder | $115 | $3,356-96.6% | $4,883-97.6% | $5,306-97.8% |