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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 | $31,105-95.5% | $53,647-97.4% | $64,097-97.8% |
| Participation rate | 60.0% | 30.7%+29.3pp | 56.3%+3.7pp | 55.2%+4.8pp |
| Annual return | 25.83% | 22.54%+3.3pp | 358.33%-332.5pp | 34.64%-8.8pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $408 | $896-54.5% | $1,813-77.5% | $3,080-86.7% |
| Admin fee / account holder | $251 | $2,195-88.6% | $2,460-89.8% | $3,454-92.7% |