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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 | $10,286 | $90,486-88.6% | $78,676-86.9% | $273,972-96.2% |
| Participation rate | 61.5% | 76.5%-15.0pp | 73.6%-12.0pp | 83.0%-21.5pp |
| Annual return | 10.01% | 75.62%-65.6pp | 62.19%-52.2pp | 41.46%-31.4pp |
| Employer contribution / active EE | $10 | $3,175-99.7% | $2,850-99.6% | $4,869-99.8% |
| Participant deferral / active EE | $1,200 | $3,901-69.2% | $3,517-65.9% | $5,287-77.3% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |