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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 | $10,183 | $56,894-82.1% | $84,753-88.0% | $62,881-83.8% |
| Participation rate | 43.5% | 68.5%-25.1pp | 76.6%-33.1pp | 69.3%-25.8pp |
| Annual return | 6.15% | 6.30%-0.1pp | 22.78%-16.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,884 | $2,709-30.4% | $3,712-49.2% | $3,203-41.2% |
| Admin fee / account holder | $160 | $3,581-95.5% | $5,333-97.0% | $4,296-96.3% |