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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 | $7,573 | $55,437-86.3% | $155,534-95.1% | $74,459-89.8% |
| Participation rate | 20.9% | 61.9%-41.0pp | 78.2%-57.3pp | 67.2%-46.3pp |
| Annual return | 15.38% | 269.58%-254.2pp | 64.92%-49.5pp | 1369.70%-1354.3pp |
| Employer contribution / active EE | $229 | $2,266-89.9% | $4,675-95.1% | $2,626-91.3% |
| Participant deferral / active EE | $867 | $2,837-69.4% | $5,630-84.6% | $4,350-80.1% |
| Admin fee / account holder | $107 | $1,742-93.8% | $15,900-99.3% | $1,945-94.5% |