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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 | $5,546 | $51,184-89.2% | $66,439-91.7% | $86,983-93.6% |
| Participation rate | 59.6% | 68.5%-8.9pp | 74.5%-14.9pp | 69.5%-9.9pp |
| Annual return | 30.46% | 17.07%+13.4pp | 757.66%-727.2pp | 25.83%+4.6pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,378 | $2,927-52.9% | $3,876-64.4% | $4,194-67.1% |
| Admin fee / account holder | $197 | $4,154-95.3% | $6,173-96.8% | $7,856-97.5% |