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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 | $2,975 | $93,064-96.8% | $74,577-96.0% | $273,972-98.9% |
| Participation rate | 50.0% | 74.9%-24.9pp | 68.1%-18.1pp | 83.0%-33.0pp |
| Annual return | 10.21% | 26.18%-16.0pp | 20.47%-10.3pp | 41.46%-31.2pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,038 | $4,160-75.1% | $3,458-70.0% | $5,287-80.4% |
| Admin fee / account holder | $261 | $5,273-95.1% | $4,138-93.7% | $10,133-97.4% |