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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 | $7,117 | $74,535-90.5% | $100,712-92.9% | $82,637-91.4% |
| Participation rate | 60.0% | 61.2%-1.2pp | 69.3%-9.3pp | 68.1%-8.1pp |
| Annual return | 21.06% | 18.92%+2.1pp | 33.27%-12.2pp | 53.51%-32.4pp |
| Employer contribution / active EE | $3 | $1,503-99.8% | $2,313-99.9% | $2,552-99.9% |
| Participant deferral / active EE | $1,309 | $3,074-57.4% | $4,085-68.0% | $4,126-68.3% |
| Admin fee / account holder | $29 | $6,576-99.6% | $9,256-99.7% | $7,339-99.6% |