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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 | $14,711 | $117,426-87.5% | $99,470-85.2% | $152,885-90.4% |
| Participation rate | 30.8% | 77.5%-46.8pp | 73.8%-43.1pp | 82.5%-51.7pp |
| Annual return | 30.27% | 31.87%-1.6pp | 30.72%-0.5pp | 345.39%-315.1pp |
| Employer contribution / active EE | $161 | $3,014-94.6% | $2,540-93.6% | $4,763-96.6% |
| Participant deferral / active EE | $1,845 | $4,086-54.9% | $3,619-49.0% | $5,851-68.5% |
| Admin fee / account holder | $50 | $7,634-99.3% | $6,252-99.2% | $11,598-99.6% |