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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 | $15,306 | $93,346-83.6% | $71,796-78.7% | $273,972-94.4% |
| Participation rate | 20.8% | 76.5%-55.7pp | 69.1%-48.3pp | 83.0%-62.2pp |
| Annual return | 6.21% | 130.39%-124.2pp | 78.04%-71.8pp | 41.46%-35.2pp |
| Employer contribution / active EE | $100 | $2,733-96.3% | $1,924-94.8% | $4,869-97.9% |
| Participant deferral / active EE | $822 | $3,475-76.3% | $2,794-70.6% | $5,287-84.5% |
| Admin fee / account holder | $5 | $6,571-99.9% | $4,815-99.9% | $10,133-100.0% |