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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 | $7,135 | $111,814-93.6% | $103,378-93.1% | $145,978-95.1% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 19.95% | 24.80%-4.8pp | 24.91%-5.0pp | 550.52%-530.6pp |
| Employer contribution / active EE | $15 | $4,215-99.6% | $3,870-99.6% | $4,662-99.7% |
| Participant deferral / active EE | $2,936 | $5,618-47.7% | $5,058-41.9% | $6,690-56.1% |
| Admin fee / account holder | $29 | $9,764-99.7% | $8,401-99.7% | $13,400-99.8% |