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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 | $6,757 | $80,983-91.7% | $96,544-93.0% | $75,177-91.0% |
| Participation rate | 51.7% | 71.8%-20.1pp | 76.0%-24.3pp | 67.2%-15.5pp |
| Annual return | 42.65% | 27.05%+15.6pp | 25.88%+16.8pp | 160.75%-118.1pp |
| Employer contribution / active EE | $536 | $2,282-76.5% | $2,966-81.9% | $2,671-79.9% |
| Participant deferral / active EE | $1,992 | $3,929-49.3% | $4,851-58.9% | $4,126-51.7% |
| Admin fee / account holder | $267 | $6,717-96.0% | $8,254-96.8% | $5,651-95.3% |