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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 | $4,254 | $110,337-96.1% | $102,383-95.8% | $145,877-97.1% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 72.80% | 24.83%+48.0pp | 24.94%+47.9pp | 551.28%-478.5pp |
| Employer contribution / active EE | $651 | $4,216-84.6% | $3,870-83.2% | $4,663-86.0% |
| Participant deferral / active EE | $1,765 | $5,621-68.6% | $5,060-65.1% | $6,691-73.6% |
| Admin fee / account holder | $30 | $9,750-99.7% | $8,391-99.6% | $13,402-99.8% |