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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 | $4,532 | $51,222-91.2% | $70,544-93.6% | $75,173-94.0% |
| Participation rate | 5.7% | 61.0%-55.3pp | 68.4%-62.6pp | 67.2%-61.5pp |
| Annual return | 14.52% | 30.06%-15.5pp | 32.79%-18.3pp | 160.72%-146.2pp |
| Employer contribution / active EE | $179 | $1,827-90.2% | $2,976-94.0% | $2,671-93.3% |
| Participant deferral / active EE | $1,040 | $2,850-63.5% | $4,568-77.2% | $4,126-74.8% |
| Admin fee / account holder | $87 | $4,096-97.9% | $6,427-98.6% | $5,651-98.5% |