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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 | $115,225-95.5% | $100,712-94.8% | $138,895-96.2% |
| Participation rate | 33.3% | 74.3%-41.0pp | 69.3%-35.9pp | 79.9%-46.6pp |
| Annual return | 49.27% | 40.35%+8.9pp | 33.27%+16.0pp | 145.39%-96.1pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,200 | $4,699-74.5% | $4,085-70.6% | $6,396-81.2% |
| Admin fee / account holder | $33 | $10,844-99.7% | $9,256-99.6% | $12,562-99.7% |