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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 | $9,979 | $48,364-79.4% | $71,796-86.1% | $62,881-84.1% |
| Participation rate | 58.5% | 60.6%-2.1pp | 69.1%-10.6pp | 69.3%-10.8pp |
| Annual return | 5.99% | 13.16%-7.2pp | 78.04%-72.0pp | 20.14%-14.2pp |
| Employer contribution / active EE | $26 | $1,042-97.5% | $1,924-98.6% | $2,281-98.8% |
| Participant deferral / active EE | $1,355 | $2,091-35.2% | $2,794-51.5% | $3,203-57.7% |
| Admin fee / account holder | $17 | $3,771-99.5% | $4,815-99.6% | $4,296-99.6% |