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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 | $6,739 | $83,485-91.9% | $125,192-94.6% | $72,975-90.8% |
| Participation rate | 35.0% | 73.3%-38.3pp | 79.8%-44.8pp | 69.5%-34.5pp |
| Annual return | 150.37% | 25.77%+124.6pp | 43.79%+106.6pp | 81.01%+69.4pp |
| Employer contribution / active EE | $92 | $2,346-96.1% | $3,866-97.6% | $2,440-96.2% |
| Participant deferral / active EE | $1,663 | $3,586-53.6% | $4,937-66.3% | $3,608-53.9% |
| Admin fee / account holder | $157 | $5,518-97.2% | $9,704-98.4% | $5,124-96.9% |