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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 | $5,397 | $56,894-90.5% | $84,753-93.6% | $62,881-91.4% |
| Participation rate | 60.0% | 68.5%-8.5pp | 76.6%-16.6pp | 69.3%-9.3pp |
| Annual return | 7.92% | 6.30%+1.6pp | 22.78%-14.9pp | 20.14%-12.2pp |
| Employer contribution / active EE | $250 | $2,400-89.6% | $3,574-93.0% | $2,281-89.0% |
| Participant deferral / active EE | $1,234 | $2,709-54.4% | $3,712-66.7% | $3,203-61.5% |
| Admin fee / account holder | $94 | $3,581-97.4% | $5,333-98.2% | $4,296-97.8% |