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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 | $10,721 | $106,923-90.0% | $84,023-87.2% | $152,909-93.0% |
| Participation rate | 42.9% | 75.3%-32.4pp | 69.0%-26.2pp | 82.5%-39.6pp |
| Annual return | 24.74% | 105.02%-80.3pp | 71.32%-46.6pp | 345.46%-320.7pp |
| Employer contribution / active EE | $66 | $2,735-97.6% | $1,984-96.7% | $4,764-98.6% |
| Participant deferral / active EE | $1,646 | $4,013-59.0% | $3,239-49.2% | $5,851-71.9% |
| Admin fee / account holder | $6 | $8,289-99.9% | $6,102-99.9% | $11,601-99.9% |