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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 | $5,284 | $77,908-93.2% | $149,696-96.5% | $75,173-93.0% |
| Participation rate | 35.0% | 65.6%-30.6pp | 78.8%-43.8pp | 67.2%-32.2pp |
| Annual return | 44.01% | 31.73%+12.3pp | 134.46%-90.4pp | 160.72%-116.7pp |
| Employer contribution / active EE | $224 | $3,138-92.9% | $4,821-95.4% | $2,671-91.6% |
| Participant deferral / active EE | $1,087 | $3,411-68.1% | $5,682-80.9% | $4,126-73.7% |
| Admin fee / account holder | $186 | $5,950-96.9% | $13,212-98.6% | $5,651-96.7% |