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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 | $8,408 | $84,236-90.0% | $170,435-95.1% | $70,126-88.0% |
| Participation rate | 51.3% | 70.8%-19.5pp | 83.6%-32.3pp | 69.5%-18.3pp |
| Annual return | 13.73% | 23.06%-9.3pp | 205.94%-192.2pp | 73.15%-59.4pp |
| Employer contribution / active EE | $252 | $3,387-92.6% | $5,432-95.4% | $2,343-89.2% |
| Participant deferral / active EE | $1,010 | $3,086-67.3% | $4,939-79.5% | $3,332-69.7% |
| Admin fee / account holder | $13 | $5,698-99.8% | $13,881-99.9% | $4,645-99.7% |