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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 | $3,502 | $84,236-95.8% | $170,435-97.9% | $70,126-95.0% |
| Participation rate | 39.1% | 70.8%-31.7pp | 83.6%-44.5pp | 69.5%-30.4pp |
| Annual return | 20.80% | 23.06%-2.3pp | 205.94%-185.1pp | 73.15%-52.3pp |
| Employer contribution / active EE | $328 | $3,387-90.3% | $5,432-94.0% | $2,343-86.0% |
| Participant deferral / active EE | $1,025 | $3,086-66.8% | $4,939-79.2% | $3,332-69.2% |
| Admin fee / account holder | $172 | $5,698-97.0% | $13,881-98.8% | $4,646-96.3% |