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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 | $7,226 | $55,453-87.0% | $170,435-95.8% | $62,293-88.4% |
| Participation rate | 42.6% | 66.4%-23.8pp | 83.6%-41.0pp | 69.5%-26.9pp |
| Annual return | 36.06% | 21.38%+14.7pp | 205.94%-169.9pp | 28.90%+7.2pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,032 | $2,303-55.2% | $4,939-79.1% | $3,169-67.4% |
| Admin fee / account holder | $153 | $455-66.4% | $13,881-98.9% | $479-68.1% |