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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 | $420 | $118,488-99.6% | $98,462-99.6% | $139,487-99.7% |
| Participation rate | 55.6% | 77.5%-21.9pp | 75.2%-19.6pp | 80.3%-24.8pp |
| Annual return | 17.42% | 18.96%-1.5pp | 21.17%-3.8pp | 373.84%-356.4pp |
| Employer contribution / active EE | $39 | $3,611-98.9% | $3,049-98.7% | $4,755-99.2% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,713-100.0% |
| Admin fee / account holder | $2 | $13,868-100.0% | $8,875-100.0% | $11,407-100.0% |