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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 | $7,458 | $73,955-89.9% | $96,520-92.3% | $75,181-90.1% |
| Participation rate | 69.2% | 66.4%+2.8pp | 74.3%-5.1pp | 67.2%+2.0pp |
| Annual return | 20.32% | 26.72%-6.4pp | 35.72%-15.4pp | 160.69%-140.4pp |
| Employer contribution / active EE | $669 | $2,930-77.2% | $3,739-82.1% | $2,671-75.0% |
| Participant deferral / active EE | $1,573 | $3,659-57.0% | $4,879-67.7% | $4,126-61.9% |
| Admin fee / account holder | $282 | $5,217-94.6% | $6,733-95.8% | $5,650-95.0% |