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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 | $58,311-95.6% | $81,882-96.9% | $80,959-96.8% |
| Participation rate | 66.7% | 63.5%+3.2pp | 72.4%-5.7pp | 67.7%-1.0pp |
| Annual return | 15.32% | 41.85%-26.5pp | 779.47%-764.2pp | 35.67%-20.4pp |
| Employer contribution / active EE | $224 | $2,347-90.4% | $2,916-92.3% | $2,757-91.9% |
| Participant deferral / active EE | $802 | $3,287-75.6% | $4,323-81.4% | $4,300-81.3% |
| Admin fee / account holder | $134 | $4,752-97.2% | $7,360-98.2% | $6,925-98.1% |