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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 | $1,804 | $102,245-98.2% | $89,340-98.0% | $137,256-98.7% |
| Participation rate | 61.5% | 74.9%-13.3pp | 69.6%-8.0pp | 80.0%-18.4pp |
| Annual return | 27.23% | 21.89%+5.3pp | 20.57%+6.7pp | 220.34%-193.1pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,300 | $4,436-70.7% | $3,823-66.0% | $6,407-79.7% |
| Admin fee / account holder | $290 | $8,085-96.4% | $6,704-95.7% | $12,270-97.6% |