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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 | $8,857 | $115,796-92.4% | $101,264-91.3% | $158,950-94.4% |
| Participation rate | 55.6% | 79.4%-23.8pp | 75.8%-20.3pp | 82.0%-26.4pp |
| Annual return | 27.80% | 56.15%-28.4pp | 46.48%-18.7pp | 302.91%-275.1pp |
| Employer contribution / active EE | $699 | $4,175-83.3% | $3,660-80.9% | $4,762-85.3% |
| Participant deferral / active EE | $1,694 | $4,958-65.8% | $4,370-61.2% | $5,983-71.7% |
| Admin fee / account holder | $0 | $7,247-100.0% | $5,947-100.0% | $11,248-100.0% |