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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 | $16,257 | $60,349-73.1% | $74,184-78.1% | $62,881-74.1% |
| Participation rate | 63.0% | 72.7%-9.8pp | 76.6%-13.7pp | 69.3%-6.3pp |
| Annual return | 7.48% | 21.38%-13.9pp | 17.74%-10.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $325 | $1,680-80.7% | $2,370-86.3% | $2,281-85.8% |
| Participant deferral / active EE | $1,373 | $2,856-51.9% | $3,550-61.3% | $3,203-57.1% |
| Admin fee / account holder | $1 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |