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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 | $4,109 | $39,132-89.5% | $57,196-92.8% | $62,881-93.5% |
| Participation rate | 66.7% | 70.5%-3.8pp | 75.3%-8.7pp | 69.3%-2.6pp |
| Annual return | 7.99% | 9.24%-1.3pp | 14.59%-6.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $339 | $1,874-81.9% | $2,683-87.4% | $2,281-85.1% |
| Participant deferral / active EE | $912 | $2,374-61.6% | $3,096-70.5% | $3,203-71.5% |
| Admin fee / account holder | $122 | $2,594-95.3% | $3,141-96.1% | $4,296-97.1% |