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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 | $4,099 | $99,345-95.9% | $84,753-95.2% | $273,972-98.5% |
| Participation rate | 62.5% | 80.7%-18.2pp | 76.6%-14.1pp | 83.0%-20.5pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $465 | $4,214-89.0% | $3,574-87.0% | $4,869-90.4% |
| Participant deferral / active EE | $1,683 | $4,270-60.6% | $3,712-54.7% | $5,287-68.2% |
| Admin fee / account holder | $21 | $6,645-99.7% | $5,333-99.6% | $10,133-99.8% |