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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 | $4,410 | $63,346-93.0% | $92,240-95.2% | $70,126-93.7% |
| Participation rate | 60.0% | 68.7%-8.7pp | 76.5%-16.5pp | 69.5%-9.5pp |
| Annual return | 38.89% | 530.19%-491.3pp | 176.29%-137.4pp | 73.15%-34.3pp |
| Employer contribution / active EE | $495 | $2,471-80.0% | $3,680-86.5% | $2,343-78.9% |
| Participant deferral / active EE | $1,737 | $2,854-39.1% | $3,897-55.4% | $3,332-47.9% |
| Admin fee / account holder | $142 | $3,841-96.3% | $5,194-97.3% | $4,645-96.9% |