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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 | $5,716 | $107,368-94.7% | $92,915-93.8% | $152,909-96.3% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 22.59% | 145.64%-123.1pp | 109.45%-86.9pp | 345.46%-322.9pp |
| Employer contribution / active EE | $501 | $4,222-88.1% | $3,653-86.3% | $4,764-89.5% |
| Participant deferral / active EE | $1,304 | $4,848-73.1% | $4,238-69.2% | $5,851-77.7% |
| Admin fee / account holder | $37 | $7,082-99.5% | $5,796-99.4% | $11,601-99.7% |