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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 | $10,405 | $90,486-88.5% | $78,676-86.8% | $273,972-96.2% |
| Participation rate | 57.1% | 76.5%-19.4pp | 73.6%-16.4pp | 83.0%-25.9pp |
| Annual return | 6.84% | 75.62%-68.8pp | 62.19%-55.3pp | 41.46%-34.6pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,396 | $3,901-38.6% | $3,517-31.9% | $5,287-54.7% |
| Admin fee / account holder | $57 | $5,263-98.9% | $4,510-98.7% | $10,133-99.4% |