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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 | $5,014 | $84,236-94.0% | $170,435-97.1% | $70,126-92.9% |
| Participation rate | 37.0% | 70.8%-33.8pp | 83.6%-46.6pp | 69.5%-32.5pp |
| Annual return | 20.19% | 23.06%-2.9pp | 205.94%-185.7pp | 73.15%-53.0pp |
| Employer contribution / active EE | $323 | $3,387-90.5% | $5,432-94.0% | $2,343-86.2% |
| Participant deferral / active EE | $1,050 | $3,086-66.0% | $4,939-78.7% | $3,332-68.5% |
| Admin fee / account holder | $144 | $5,698-97.5% | $13,881-99.0% | $4,645-96.9% |