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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 | $8,632 | $77,901-88.9% | $149,717-94.2% | $75,181-88.5% |
| Participation rate | 58.6% | 65.6%-7.0pp | 78.8%-20.2pp | 67.2%-8.6pp |
| Annual return | 21.56% | 31.73%-10.2pp | 134.41%-112.8pp | 160.69%-139.1pp |
| Employer contribution / active EE | $262 | $3,137-91.7% | $4,820-94.6% | $2,671-90.2% |
| Participant deferral / active EE | $1,225 | $3,411-64.1% | $5,682-78.4% | $4,126-70.3% |
| Admin fee / account holder | $243 | $5,949-95.9% | $13,213-98.2% | $5,650-95.7% |