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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 | $15,648 | $99,345-84.2% | $84,753-81.5% | $273,970-94.3% |
| Participation rate | 55.6% | 80.7%-25.1pp | 76.6%-21.0pp | 83.0%-27.5pp |
| Annual return | 9.17% | 22.93%-13.8pp | 22.78%-13.6pp | 41.46%-32.3pp |
| Employer contribution / active EE | $374 | $4,214-91.1% | $3,574-89.5% | $4,869-92.3% |
| Participant deferral / active EE | $1,040 | $4,270-75.6% | $3,712-72.0% | $5,287-80.3% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,132-100.0% |