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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 | $7,195 | $123,155-94.2% | $108,753-93.4% | $155,188-95.4% |
| Participation rate | 50.0% | 75.6%-25.6pp | 71.1%-21.1pp | 80.8%-30.8pp |
| Annual return | 9.24% | 44.73%-35.5pp | 37.47%-28.2pp | 148.84%-139.6pp |
| Employer contribution / active EE | $383 | $2,811-86.4% | $2,427-84.2% | $4,248-91.0% |
| Participant deferral / active EE | $1,268 | $4,623-72.6% | $4,115-69.2% | $6,531-80.6% |
| Admin fee / account holder | $69 | $12,126-99.4% | $10,320-99.3% | $14,480-99.5% |