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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 | $2,062 | $95,580-97.8% | $76,872-97.3% | $139,466-98.5% |
| Participation rate | 66.7% | 74.0%-7.3pp | 69.6%-2.9pp | 80.3%-13.7pp |
| Annual return | 42.40% | 55.00%-12.6pp | 37.90%+4.5pp | 373.66%-331.3pp |
| Employer contribution / active EE | $287 | $3,145-90.9% | $2,533-88.7% | $4,754-94.0% |
| Participant deferral / active EE | $1,333 | $4,623-71.2% | $3,832-65.2% | $6,712-80.1% |
| Admin fee / account holder | $18 | $8,302-99.8% | $5,476-99.7% | $11,409-99.8% |