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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 | $7,440 | $105,960-93.0% | $81,726-90.9% | $158,982-95.3% |
| Participation rate | 31.3% | 75.6%-44.4pp | 72.0%-40.8pp | 82.0%-50.7pp |
| Annual return | 59.23% | 38.19%+21.0pp | 29.49%+29.7pp | 302.99%-243.8pp |
| Employer contribution / active EE | $171 | $7,805-97.8% | $4,311-96.0% | $4,763-96.4% |
| Participant deferral / active EE | $1,281 | $13,011-90.2% | $7,108-82.0% | $5,983-78.6% |
| Admin fee / account holder | $19 | $8,494-99.8% | $5,160-99.6% | $11,252-99.8% |