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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 | $13,785 | $136,307-89.9% | $106,619-87.1% | $273,972-95.0% |
| Participation rate | 46.7% | 84.8%-38.1pp | 78.0%-31.3pp | 83.0%-36.3pp |
| Annual return | 5.38% | 11.05%-5.7pp | 9.42%-4.0pp | 41.46%-36.1pp |
| Employer contribution / active EE | $350 | $5,190-93.3% | $3,947-91.1% | $4,869-92.8% |
| Participant deferral / active EE | $3,044 | $4,969-38.7% | $3,930-22.5% | $5,287-42.4% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |