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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 | $6,482 | $135,956-95.2% | $123,894-94.8% | $273,972-97.6% |
| Participation rate | 61.1% | 84.1%-23.0pp | 81.4%-20.3pp | 83.0%-21.9pp |
| Annual return | 10.77% | 56.63%-45.9pp | 47.52%-36.7pp | 41.46%-30.7pp |
| Employer contribution / active EE | $794 | $5,170-84.6% | $4,617-82.8% | $4,869-83.7% |
| Participant deferral / active EE | $2,212 | $6,343-65.1% | $5,984-63.0% | $5,287-58.2% |
| Admin fee / account holder | $211 | $9,817-97.9% | $8,357-97.5% | $10,133-97.9% |