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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 | $6,053 | $77,901-92.2% | $149,717-96.0% | $75,181-91.9% |
| Participation rate | 29.6% | 65.6%-35.9pp | 78.8%-49.1pp | 67.2%-37.6pp |
| Annual return | 38.81% | 31.73%+7.1pp | 134.41%-95.6pp | 160.69%-121.9pp |
| Employer contribution / active EE | $47 | $3,137-98.5% | $4,820-99.0% | $2,671-98.3% |
| Participant deferral / active EE | $931 | $3,411-72.7% | $5,682-83.6% | $4,126-77.4% |
| Admin fee / account holder | $18 | $5,949-99.7% | $13,213-99.9% | $5,650-99.7% |