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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 | $5,058 | $86,050-94.1% | $189,758-97.3% | $94,015-94.6% |
| Participation rate | 55.6% | 68.9%-13.3pp | 79.8%-24.2pp | 70.8%-15.3pp |
| Annual return | 28.27% | 17.77%+10.5pp | 52.62%-24.4pp | 17.84%+10.4pp |
| Employer contribution / active EE | $391 | $2,819-86.1% | $4,767-91.8% | $2,790-86.0% |
| Participant deferral / active EE | $1,487 | $3,349-55.6% | $5,856-74.6% | $4,249-65.0% |
| Admin fee / account holder | $219 | $6,627-96.7% | $20,388-98.9% | $8,951-97.6% |