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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 | $8,676 | $52,306-83.4% | $69,779-87.6% | $62,881-86.2% |
| Participation rate | 69.4% | 67.2%+2.2pp | 71.8%-2.4pp | 69.3%+0.1pp |
| Annual return | 5.05% | 13.35%-8.3pp | 12.99%-7.9pp | 20.14%-15.1pp |
| Employer contribution / active EE | $200 | $1,799-88.9% | $2,338-91.4% | $2,281-91.2% |
| Participant deferral / active EE | $928 | $2,395-61.2% | $2,931-68.3% | $3,203-71.0% |
| Admin fee / account holder | $21 | $3,691-99.4% | $4,381-99.5% | $4,296-99.5% |