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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 | $2,760 | $45,041-93.9% | $63,003-95.6% | $70,131-96.1% |
| Participation rate | 50.0% | 69.5%-19.5pp | 74.8%-24.8pp | 69.5%-19.5pp |
| Annual return | 26.67% | 18.76%+7.9pp | 87.59%-60.9pp | 73.14%-46.5pp |
| Employer contribution / active EE | $240 | $2,052-88.3% | $2,760-91.3% | $2,342-89.8% |
| Participant deferral / active EE | $825 | $2,465-66.5% | $3,329-75.2% | $3,332-75.2% |
| Admin fee / account holder | $0 | $2,836-100.0% | $3,600-100.0% | $4,645-100.0% |