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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 | $5,460 | $55,437-90.2% | $155,534-96.5% | $74,459-92.7% |
| Participation rate | 49.6% | 61.9%-12.3pp | 78.2%-28.6pp | 67.2%-17.7pp |
| Annual return | 13.49% | 269.58%-256.1pp | 64.92%-51.4pp | 1369.70%-1356.2pp |
| Employer contribution / active EE | $319 | $2,266-85.9% | $4,675-93.2% | $2,626-87.8% |
| Participant deferral / active EE | $1,012 | $2,837-64.3% | $5,630-82.0% | $4,350-76.7% |
| Admin fee / account holder | $75 | $1,742-95.7% | $15,900-99.5% | $1,945-96.1% |