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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 | $6,302 | $118,488-94.7% | $98,462-93.6% | $139,487-95.5% |
| Participation rate | 66.7% | 77.5%-10.8pp | 75.2%-8.5pp | 80.3%-13.7pp |
| Annual return | 23.08% | 18.96%+4.1pp | 21.17%+1.9pp | 373.84%-350.8pp |
| Employer contribution / active EE | $718 | $3,611-80.1% | $3,049-76.5% | $4,755-84.9% |
| Participant deferral / active EE | $1,828 | $5,393-66.1% | $4,738-61.4% | $6,713-72.8% |
| Admin fee / account holder | $37 | $13,868-99.7% | $8,875-99.6% | $11,407-99.7% |