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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 | $4,885 | $72,027-93.2% | $185,861-97.4% | $79,856-93.9% |
| Participation rate | 42.9% | 65.8%-22.9pp | 78.0%-35.2pp | 69.6%-26.8pp |
| Annual return | 55.81% | 23.13%+32.7pp | 35.96%+19.8pp | 31.71%+24.1pp |
| Employer contribution / active EE | $126 | $1,965-93.6% | $4,088-96.9% | $2,471-94.9% |
| Participant deferral / active EE | $1,374 | $3,780-63.6% | $5,634-75.6% | $3,741-63.3% |
| Admin fee / account holder | $238 | $4,513-94.7% | $9,503-97.5% | $5,306-95.5% |