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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 | $11,795 | $75,959-84.5% | $154,114-92.3% | $64,181-81.6% |
| Participation rate | 59.3% | 70.4%-11.2pp | 83.0%-23.8pp | 69.6%-10.3pp |
| Annual return | 11.04% | 30.32%-19.3pp | 735.16%-724.1pp | 7.63%+3.4pp |
| Employer contribution / active EE | $84 | $3,350-97.5% | $5,298-98.4% | $2,381-96.5% |
| Participant deferral / active EE | $2,204 | $3,175-30.6% | $5,081-56.6% | $3,470-36.5% |
| Admin fee / account holder | $191 | $5,589-96.6% | $13,411-98.6% | $4,887-96.1% |