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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 | $9,859 | $43,075-77.1% | $74,577-86.8% | $62,881-84.3% |
| Participation rate | 45.7% | 58.1%-12.4pp | 68.1%-22.5pp | 69.3%-23.7pp |
| Annual return | 19.49% | 17.50%+2.0pp | 20.47%-1.0pp | 20.14%-0.7pp |
| Employer contribution / active EE | $150 | $1,498-90.0% | $2,525-94.1% | $2,281-93.4% |
| Participant deferral / active EE | $918 | $2,389-61.6% | $3,458-73.4% | $3,203-71.3% |
| Admin fee / account holder | $269 | $2,840-90.5% | $4,138-93.5% | $4,296-93.7% |