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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 | $9,085 | $141,001-93.6% | $112,228-91.9% | $139,487-93.5% |
| Participation rate | 36.8% | 79.2%-42.4pp | 72.4%-35.6pp | 80.3%-43.5pp |
| Annual return | 114.58% | 32.75%+81.8pp | 30.23%+84.4pp | 373.84%-259.3pp |
| Employer contribution / active EE | $755 | $4,285-82.4% | $3,432-78.0% | $4,755-84.1% |
| Participant deferral / active EE | $2,309 | $5,877-60.7% | $4,800-51.9% | $6,713-65.6% |
| Admin fee / account holder | $15 | $9,959-99.8% | $7,752-99.8% | $11,407-99.9% |