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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 | $6,876 | $65,364-89.5% | $92,909-92.6% | $72,975-90.6% |
| Participation rate | 55.0% | 68.3%-13.3pp | 76.0%-21.0pp | 69.5%-14.5pp |
| Annual return | 23.69% | 42.11%-18.4pp | 109.44%-85.7pp | 81.01%-57.3pp |
| Employer contribution / active EE | $481 | $2,594-81.5% | $3,653-86.8% | $2,440-80.3% |
| Participant deferral / active EE | $1,599 | $3,128-48.9% | $4,238-62.3% | $3,608-55.7% |
| Admin fee / account holder | $239 | $4,251-94.4% | $5,795-95.9% | $5,124-95.3% |