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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 | $5,162 | $91,179-94.3% | $178,499-97.1% | $79,852-93.5% |
| Participation rate | 62.5% | 69.2%-6.7pp | 81.9%-19.4pp | 69.6%-7.1pp |
| Annual return | 41.27% | 24.19%+17.1pp | 151.10%-109.8pp | 31.72%+9.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,029 | $3,236-37.3% | $5,202-61.0% | $3,740-45.8% |
| Admin fee / account holder | $58 | $6,749-99.1% | $13,986-99.6% | $5,306-98.9% |