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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 | $10,499 | $106,280-90.1% | $96,538-89.1% | $139,487-92.5% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.3%-18.8pp | 80.3%-24.8pp |
| Annual return | 31.34% | 38.48%-7.1pp | 35.74%-4.4pp | 373.84%-342.5pp |
| Employer contribution / active EE | $774 | $4,107-81.2% | $3,740-79.3% | $4,755-83.7% |
| Participant deferral / active EE | $2,242 | $5,457-58.9% | $4,880-54.1% | $6,713-66.6% |
| Admin fee / account holder | $84 | $7,888-98.9% | $6,737-98.8% | $11,407-99.3% |