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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 | $7,725 | $91,198-91.5% | $178,503-95.7% | $79,856-90.3% |
| Participation rate | 57.1% | 69.2%-12.1pp | 81.9%-24.8pp | 69.6%-12.5pp |
| Annual return | 19.40% | 24.20%-4.8pp | 151.12%-131.7pp | 31.71%-12.3pp |
| Employer contribution / active EE | $347 | $3,257-89.3% | $5,011-93.1% | $2,471-85.9% |
| Participant deferral / active EE | $1,217 | $3,237-62.4% | $5,202-76.6% | $3,741-67.5% |
| Admin fee / account holder | $221 | $6,748-96.7% | $13,987-98.4% | $5,306-95.8% |