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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 | $7,132 | $99,345-92.8% | $84,753-91.6% | $273,972-97.4% |
| Participation rate | 33.3% | 80.7%-47.4pp | 76.6%-43.3pp | 83.0%-49.7pp |
| Annual return | 2.75% | 22.93%-20.2pp | 22.78%-20.0pp | 41.46%-38.7pp |
| Employer contribution / active EE | $565 | $4,214-86.6% | $3,574-84.2% | $4,869-88.4% |
| Participant deferral / active EE | $1,413 | $4,270-66.9% | $3,712-61.9% | $5,287-73.3% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |