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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 | $8,837 | $65,364-86.5% | $92,909-90.5% | $72,975-87.9% |
| Participation rate | 41.4% | 68.3%-26.9pp | 76.0%-34.6pp | 69.5%-28.1pp |
| Annual return | 28.51% | 42.11%-13.6pp | 109.44%-80.9pp | 81.01%-52.5pp |
| Employer contribution / active EE | $435 | $2,594-83.2% | $3,653-88.1% | $2,440-82.2% |
| Participant deferral / active EE | $2,046 | $3,128-34.6% | $4,238-51.7% | $3,608-43.3% |
| Admin fee / account holder | $183 | $4,251-95.7% | $5,795-96.8% | $5,124-96.4% |