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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 | $6,312 | $45,050-86.0% | $63,018-90.0% | $70,126-91.0% |
| Participation rate | 54.9% | 69.5%-14.6pp | 74.8%-19.9pp | 69.5%-14.6pp |
| Annual return | 16.99% | 18.76%-1.8pp | 87.62%-70.6pp | 73.15%-56.2pp |
| Employer contribution / active EE | $307 | $2,052-85.0% | $2,761-88.9% | $2,343-86.9% |
| Participant deferral / active EE | $2,095 | $2,466-15.0% | $3,330-37.1% | $3,332-37.1% |
| Admin fee / account holder | $23 | $2,834-99.2% | $3,601-99.4% | $4,645-99.5% |