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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 | $3,254 | $77,920-95.8% | $149,723-97.8% | $75,177-95.7% |
| Participation rate | 54.5% | 65.6%-11.0pp | 78.8%-24.2pp | 67.2%-12.7pp |
| Annual return | 33.12% | 31.72%+1.4pp | 134.50%-101.4pp | 160.75%-127.6pp |
| Employer contribution / active EE | $191 | $3,138-93.9% | $4,821-96.0% | $2,671-92.8% |
| Participant deferral / active EE | $897 | $3,411-73.7% | $5,682-84.2% | $4,126-78.3% |
| Admin fee / account holder | $17 | $5,951-99.7% | $13,215-99.9% | $5,651-99.7% |