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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 | $1,407 | $29,051-95.2% | $52,425-97.3% | $67,986-97.9% |
| Participation rate | 60.0% | 30.4%+29.6pp | 55.6%+4.4pp | 57.2%+2.8pp |
| Annual return | 25.83% | 24.00%+1.8pp | 302.12%-276.3pp | 31.67%-5.8pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $408 | $873-53.3% | $1,790-77.2% | $3,358-87.8% |
| Admin fee / account holder | $251 | $2,113-88.1% | $2,495-89.9% | $3,203-92.2% |