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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 | $9,475 | $84,236-88.8% | $170,435-94.4% | $70,126-86.5% |
| Participation rate | 52.9% | 70.8%-17.9pp | 83.6%-30.7pp | 69.5%-16.6pp |
| Annual return | 23.05% | 23.06%0pp | 205.94%-182.9pp | 73.15%-50.1pp |
| Employer contribution / active EE | $130 | $3,387-96.2% | $5,432-97.6% | $2,343-94.5% |
| Participant deferral / active EE | $1,061 | $3,086-65.6% | $4,939-78.5% | $3,332-68.2% |
| Admin fee / account holder | $220 | $5,698-96.1% | $13,881-98.4% | $4,645-95.3% |