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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 | $6,467 | $52,379-87.7% | $46,225-86.0% | $273,972-97.6% |
| Participation rate | 26.7% | 84.0%-57.3pp | 79.5%-52.8pp | 83.0%-56.3pp |
| Annual return | 46.17% | 7.23%+38.9pp | 7.57%+38.6pp | 41.46%+4.7pp |
| Employer contribution / active EE | $687 | $4,226-83.7% | $3,424-79.9% | $4,869-85.9% |
| Participant deferral / active EE | $2,050 | $4,660-56.0% | $3,776-45.7% | $5,287-61.2% |
| Admin fee / account holder | $16 | $4,652-99.7% | $3,519-99.6% | $10,133-99.8% |