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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 | $5,310 | $110,410-95.2% | $102,437-94.8% | $145,897-96.4% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 17.14% | 24.85%-7.7pp | 24.95%-7.8pp | 552.29%-535.2pp |
| Employer contribution / active EE | $436 | $4,217-89.7% | $3,871-88.7% | $4,663-90.6% |
| Participant deferral / active EE | $2,041 | $5,622-63.7% | $5,060-59.7% | $6,689-69.5% |
| Admin fee / account holder | $52 | $9,745-99.5% | $8,388-99.4% | $13,390-99.6% |