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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 | $5,212 | $58,311-91.1% | $81,882-93.6% | $80,959-93.6% |
| Participation rate | 35.5% | 63.5%-28.0pp | 72.4%-36.9pp | 67.7%-32.2pp |
| Annual return | 15.67% | 41.85%-26.2pp | 779.47%-763.8pp | 35.67%-20.0pp |
| Employer contribution / active EE | $190 | $2,347-91.9% | $2,916-93.5% | $2,757-93.1% |
| Participant deferral / active EE | $874 | $3,287-73.4% | $4,323-79.8% | $4,300-79.7% |
| Admin fee / account holder | $278 | $4,752-94.2% | $7,360-96.2% | $6,925-96.0% |