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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 | $7,133 | $85,171-91.6% | $172,752-95.9% | $72,975-90.2% |
| Participation rate | 25.4% | 70.1%-44.7pp | 82.6%-57.3pp | 69.5%-44.1pp |
| Annual return | 40.99% | 27.32%+13.7pp | 802.97%-762.0pp | 81.01%-40.0pp |
| Employer contribution / active EE | $149 | $3,324-95.5% | $5,144-97.1% | $2,440-93.9% |
| Participant deferral / active EE | $1,106 | $3,260-66.1% | $5,198-78.7% | $3,608-69.3% |
| Admin fee / account holder | $102 | $5,880-98.3% | $13,955-99.3% | $5,124-98.0% |