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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 | $50,554-85.1% | $67,681-88.9% | $87,485-91.4% |
| Participation rate | 64.9% | 67.7%-2.9pp | 73.7%-8.9pp | 68.9%-4.1pp |
| Annual return | 166.78% | 17.81%+149.0pp | 590.58%-423.8pp | 26.06%+140.7pp |
| Employer contribution / active EE | $218 | $1,988-89.0% | $2,678-91.9% | $2,596-91.6% |
| Participant deferral / active EE | $1,278 | $2,961-56.8% | $3,976-67.8% | $4,274-70.1% |
| Admin fee / account holder | $137 | $4,132-96.7% | $6,100-97.8% | $7,775-98.2% |