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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 | $8,447 | $60,349-86.0% | $74,184-88.6% | $62,881-86.6% |
| Participation rate | 33.3% | 72.7%-39.4pp | 76.6%-43.3pp | 69.3%-36.0pp |
| Annual return | 16.58% | 21.38%-4.8pp | 17.74%-1.2pp | 20.14%-3.6pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,316 | $2,856-53.9% | $3,550-62.9% | $3,203-58.9% |
| Admin fee / account holder | $0 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |