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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 | $5,236 | $112,729-95.4% | $98,716-94.7% | $137,256-96.2% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.3%-36.0pp | 80.0%-46.6pp |
| Annual return | 49.27% | 38.48%+10.8pp | 31.81%+17.5pp | 220.34%-171.1pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,200 | $4,640-74.1% | $4,048-70.4% | $6,407-81.3% |
| Admin fee / account holder | $33 | $10,129-99.7% | $8,703-99.6% | $12,270-99.7% |