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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 | $6,966 | $99,345-93.0% | $84,753-91.8% | $273,972-97.5% |
| Participation rate | 62.5% | 80.7%-18.2pp | 76.6%-14.1pp | 83.0%-20.5pp |
| Annual return | 10.79% | 22.93%-12.1pp | 22.78%-12.0pp | 41.46%-30.7pp |
| Employer contribution / active EE | $471 | $4,214-88.8% | $3,574-86.8% | $4,869-90.3% |
| Participant deferral / active EE | $1,309 | $4,270-69.3% | $3,712-64.7% | $5,287-75.2% |
| Admin fee / account holder | $93 | $6,645-98.6% | $5,333-98.3% | $10,133-99.1% |