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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 | $6,930 | $111,814-93.8% | $103,374-93.3% | $145,959-95.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 12.15% | 24.77%-12.6pp | 24.89%-12.7pp | 561.95%-549.8pp |
| Employer contribution / active EE | $316 | $4,214-92.5% | $3,869-91.8% | $4,661-93.2% |
| Participant deferral / active EE | $2,131 | $5,618-62.1% | $5,058-57.9% | $6,689-68.1% |
| Admin fee / account holder | $205 | $9,754-97.9% | $8,394-97.6% | $13,398-98.5% |