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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 | $8,960 | $59,839-85.0% | $81,991-89.1% | $79,852-88.8% |
| Participation rate | 18.3% | 61.6%-43.3pp | 69.3%-50.9pp | 69.6%-51.3pp |
| Annual return | 26.05% | 17.56%+8.5pp | 41.31%-15.3pp | 31.72%-5.7pp |
| Employer contribution / active EE | $193 | $1,713-88.7% | $2,498-92.3% | $2,471-92.2% |
| Participant deferral / active EE | $993 | $2,695-63.1% | $3,722-73.3% | $3,740-73.4% |
| Admin fee / account holder | $240 | $4,287-94.4% | $5,665-95.8% | $5,306-95.5% |