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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 | $3,238 | $84,236-96.2% | $170,435-98.1% | $70,126-95.4% |
| Participation rate | 53.3% | 70.8%-17.5pp | 83.6%-30.3pp | 69.5%-16.2pp |
| Annual return | 35.00% | 23.06%+11.9pp | 205.94%-170.9pp | 73.15%-38.1pp |
| Employer contribution / active EE | $226 | $3,387-93.3% | $5,432-95.8% | $2,343-90.4% |
| Participant deferral / active EE | $1,417 | $3,086-54.1% | $4,939-71.3% | $3,332-57.5% |
| Admin fee / account holder | $31 | $5,698-99.5% | $13,881-99.8% | $4,645-99.3% |