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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 | $10,238 | $115,810-91.2% | $101,271-89.9% | $158,966-93.6% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 59.33% | 56.15%+3.2pp | 46.48%+12.9pp | 302.95%-243.6pp |
| Employer contribution / active EE | $468 | $4,175-88.8% | $3,660-87.2% | $4,762-90.2% |
| Participant deferral / active EE | $2,574 | $4,958-48.1% | $4,371-41.1% | $5,983-57.0% |
| Admin fee / account holder | $18 | $7,248-99.8% | $5,948-99.7% | $11,250-99.8% |