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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 | $4,080 | $115,225-96.5% | $100,712-95.9% | $138,895-97.1% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 26.65% | 40.35%-13.7pp | 33.27%-6.6pp | 145.39%-118.7pp |
| Employer contribution / active EE | $352 | $2,771-87.3% | $2,313-84.8% | $4,194-91.6% |
| Participant deferral / active EE | $2,755 | $4,699-41.4% | $4,085-32.6% | $6,396-56.9% |
| Admin fee / account holder | $194 | $10,844-98.2% | $9,256-97.9% | $12,562-98.5% |