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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 | $1,881 | $37,446-95.0% | $77,513-97.6% | $79,852-97.6% |
| Participation rate | 67.9% | 41.5%+26.3pp | 54.2%+13.7pp | 69.6%-1.8pp |
| Annual return | 15.61% | 39.76%-24.1pp | 54.81%-39.2pp | 31.72%-16.1pp |
| Employer contribution / active EE | $62 | $637-90.2% | $987-93.7% | $2,471-97.5% |
| Participant deferral / active EE | $327 | $1,261-74.1% | $1,861-82.4% | $3,740-91.3% |
| Admin fee / account holder | $194 | $2,506-92.2% | $2,859-93.2% | $5,306-96.3% |