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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 | $10,783 | $41,377-73.9% | $109,313-90.1% | $62,881-82.9% |
| Participation rate | 52.6% | 57.5%-4.9pp | 71.3%-18.6pp | 69.3%-16.7pp |
| Annual return | 5.50% | 11.05%-5.6pp | 22.07%-16.6pp | 20.14%-14.6pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $781 | $2,045-61.8% | $3,166-75.3% | $3,203-75.6% |
| Admin fee / account holder | $185 | $2,884-93.6% | $5,666-96.7% | $4,296-95.7% |