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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 | $9,728 | $91,167-89.3% | $178,498-94.6% | $79,858-87.8% |
| Participation rate | 26.7% | 69.2%-42.5pp | 81.9%-55.3pp | 69.6%-43.0pp |
| Annual return | 49.53% | 24.19%+25.3pp | 151.09%-101.6pp | 31.72%+17.8pp |
| Employer contribution / active EE | $363 | $3,255-88.9% | $5,011-92.8% | $2,471-85.3% |
| Participant deferral / active EE | $1,324 | $3,236-59.1% | $5,202-74.5% | $3,740-64.6% |
| Admin fee / account holder | $0 | $6,747-100.0% | $13,985-100.0% | $5,306-100.0% |