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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 | $7,647 | $72,273-89.4% | $101,275-92.4% | $79,856-90.4% |
| Participation rate | 45.1% | 68.5%-23.4pp | 75.8%-30.7pp | 69.6%-24.6pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.48%-46.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $601 | $2,691-77.7% | $3,660-83.6% | $2,471-75.7% |
| Participant deferral / active EE | $1,460 | $3,282-55.5% | $4,371-66.6% | $3,741-61.0% |
| Admin fee / account holder | $49 | $4,401-98.9% | $5,948-99.2% | $5,306-99.1% |