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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 | $7,539 | $47,479-84.1% | $62,929-88.0% | $82,448-90.9% |
| Participation rate | 64.9% | 66.9%-2.0pp | 73.1%-8.2pp | 68.1%-3.2pp |
| Annual return | 166.78% | 20.34%+146.4pp | 1063.93%-897.1pp | 41.64%+125.1pp |
| Employer contribution / active EE | $218 | $1,885-88.4% | $2,505-91.3% | $2,551-91.5% |
| Participant deferral / active EE | $1,278 | $2,870-55.5% | $3,888-67.1% | $4,139-69.1% |
| Admin fee / account holder | $137 | $3,804-96.4% | $5,065-97.3% | $7,234-98.1% |