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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 | $5,788 | $99,345-94.2% | $84,753-93.2% | $273,972-97.9% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 16.19% | 22.93%-6.7pp | 22.78%-6.6pp | 41.46%-25.3pp |
| Employer contribution / active EE | $570 | $4,214-86.5% | $3,574-84.0% | $4,869-88.3% |
| Participant deferral / active EE | $1,339 | $4,270-68.6% | $3,712-63.9% | $5,287-74.7% |
| Admin fee / account holder | $49 | $6,645-99.3% | $5,333-99.1% | $10,133-99.5% |