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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 | $5,239 | $110,248-95.2% | $95,728-94.5% | $139,456-96.2% |
| Participation rate | 55.6% | 75.7%-20.2pp | 72.3%-16.7pp | 80.3%-24.8pp |
| Annual return | 34.23% | 27.16%+7.1pp | 28.40%+5.8pp | 373.45%-339.2pp |
| Employer contribution / active EE | $0 | $3,258-100.0% | $2,835-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,111 | $4,675-54.9% | $4,245-50.3% | $6,711-68.6% |
| Admin fee / account holder | $10 | $6,607-99.9% | $5,673-99.8% | $11,407-99.9% |