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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 | $9,471 | $88,707-89.3% | $74,184-87.2% | $273,972-96.5% |
| Participation rate | 23.1% | 79.4%-56.4pp | 76.6%-53.5pp | 83.0%-59.9pp |
| Annual return | 8.88% | 11.94%-3.1pp | 17.74%-8.9pp | 41.46%-32.6pp |
| Employer contribution / active EE | $313 | $3,159-90.1% | $2,370-86.8% | $4,869-93.6% |
| Participant deferral / active EE | $1,459 | $4,212-65.3% | $3,550-58.9% | $5,287-72.4% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |