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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 | $7,568 | $106,008-92.9% | $92,240-91.8% | $147,586-94.9% |
| Participation rate | 36.4% | 80.4%-44.1pp | 76.5%-40.1pp | 82.8%-46.5pp |
| Annual return | 44.94% | 50.05%-5.1pp | 176.29%-131.4pp | 578.59%-533.7pp |
| Employer contribution / active EE | $635 | $4,333-85.3% | $3,680-82.7% | $4,876-87.0% |
| Participant deferral / active EE | $1,439 | $4,478-67.9% | $3,897-63.1% | $5,439-73.5% |
| Admin fee / account holder | $210 | $6,333-96.7% | $5,194-96.0% | $10,886-98.1% |