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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 | $10,422 | $52,467-80.1% | $57,196-81.8% | $55,167-81.1% |
| Participation rate | 27.4% | 75.8%-48.5pp | 75.3%-48.0pp | 69.0%-41.6pp |
| Annual return | 8.88% | 7.72%+1.2pp | 14.59%-5.7pp | 169.23%-160.3pp |
| Employer contribution / active EE | $356 | $2,477-85.6% | $2,683-86.7% | $1,963-81.9% |
| Participant deferral / active EE | $1,066 | $2,830-62.3% | $3,096-65.6% | $3,054-65.1% |
| Admin fee / account holder | $214 | $269-20.5% | $3,141-93.2% | $504-57.6% |