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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 | $2,557 | $58,234-95.6% | $81,783-96.9% | $80,874-96.8% |
| Participation rate | 66.7% | 63.4%+3.2pp | 72.4%-5.7pp | 67.6%-1.0pp |
| Annual return | 15.32% | 41.70%-26.4pp | 775.05%-759.7pp | 35.62%-20.3pp |
| Employer contribution / active EE | $224 | $2,341-90.4% | $2,913-92.3% | $2,756-91.9% |
| Participant deferral / active EE | $802 | $3,283-75.6% | $4,320-81.4% | $4,297-81.3% |
| Admin fee / account holder | $134 | $4,982-97.3% | $7,380-98.2% | $6,935-98.1% |