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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 | $8,287 | $81,487-89.8% | $102,412-91.9% | $80,935-89.8% |
| Participation rate | 55.3% | 66.8%-11.5pp | 74.5%-19.2pp | 67.7%-12.3pp |
| Annual return | 37.33% | 25.60%+11.7pp | 24.94%+12.4pp | 35.66%+1.7pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,056 | $3,871-46.9% | $5,060-59.4% | $4,299-52.2% |
| Admin fee / account holder | $206 | $6,717-96.9% | $8,388-97.5% | $6,924-97.0% |