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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 | $5,131 | $65,712-92.2% | $57,196-91.0% | $273,972-98.1% |
| Participation rate | 33.3% | 78.3%-45.0pp | 75.3%-42.0pp | 83.0%-49.7pp |
| Annual return | 12.31% | 22.01%-9.7pp | 14.59%-2.3pp | 41.46%-29.1pp |
| Employer contribution / active EE | $210 | $3,280-93.6% | $2,683-92.2% | $4,869-95.7% |
| Participant deferral / active EE | $2,096 | $3,782-44.6% | $3,096-32.3% | $5,287-60.4% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |