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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 | $6,378 | $55,423-88.5% | $155,602-95.9% | $74,400-91.4% |
| Participation rate | 25.5% | 61.9%-36.4pp | 78.2%-52.7pp | 67.2%-41.7pp |
| Annual return | 18.99% | 269.07%-250.1pp | 64.81%-45.8pp | 1367.51%-1348.5pp |
| Employer contribution / active EE | $158 | $2,266-93.0% | $4,675-96.6% | $2,624-94.0% |
| Participant deferral / active EE | $900 | $2,835-68.3% | $5,629-84.0% | $4,348-79.3% |
| Admin fee / account holder | $7 | $1,744-99.6% | $15,923-100.0% | $1,944-99.6% |