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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 | $11,887 | $56,110-78.8% | $94,993-87.5% | $70,126-83.0% |
| Participation rate | 63.8% | 65.0%-1.2pp | 73.9%-10.1pp | 69.5%-5.7pp |
| Annual return | 15.07% | 51.02%-36.0pp | 27.14%-12.1pp | 73.15%-58.1pp |
| Employer contribution / active EE | $60 | $1,442-95.9% | $2,603-97.7% | $2,343-97.5% |
| Participant deferral / active EE | $1,311 | $2,391-45.2% | $3,317-60.5% | $3,332-60.7% |
| Admin fee / account holder | $130 | $3,456-96.2% | $4,960-97.4% | $4,645-97.2% |