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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 | $8,328 | $96,956-91.4% | $69,779-88.1% | $273,972-97.0% |
| Participation rate | 50.0% | 77.1%-27.1pp | 71.8%-21.8pp | 83.0%-33.0pp |
| Annual return | 9.58% | 12.93%-3.4pp | 12.99%-3.4pp | 41.46%-31.9pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $12,955 | $3,744+246.0% | $2,931+342.0% | $5,287+145.0% |
| Admin fee / account holder | $3 | $7,934-100.0% | $4,381-99.9% | $10,133-100.0% |