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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 | $4,387 | $88,707-95.1% | $74,184-94.1% | $273,972-98.4% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.6%-10.0pp | 83.0%-16.3pp |
| Annual return | 43.07% | 11.94%+31.1pp | 17.74%+25.3pp | 41.46%+1.6pp |
| Employer contribution / active EE | $380 | $3,159-88.0% | $2,370-84.0% | $4,869-92.2% |
| Participant deferral / active EE | $2,010 | $4,212-52.3% | $3,550-43.4% | $5,287-62.0% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |