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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 | $9,201 | $95,383-90.4% | $185,837-95.0% | $85,856-89.3% |
| Participation rate | 40.4% | 68.8%-28.3pp | 81.7%-41.3pp | 69.3%-28.9pp |
| Annual return | 35.87% | 23.59%+12.3pp | 122.08%-86.2pp | 318.58%-282.7pp |
| Employer contribution / active EE | $255 | $3,313-92.3% | $5,168-95.1% | $2,565-90.0% |
| Participant deferral / active EE | $1,181 | $3,423-65.5% | $5,568-78.8% | $3,952-70.1% |
| Admin fee / account holder | $105 | $7,213-98.5% | $16,241-99.4% | $6,261-98.3% |