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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 | $6,634 | $136,307-95.1% | $106,619-93.8% | $273,972-97.6% |
| Participation rate | 61.5% | 84.8%-23.2pp | 78.0%-16.5pp | 83.0%-21.5pp |
| Annual return | 18.76% | 11.05%+7.7pp | 9.42%+9.3pp | 41.46%-22.7pp |
| Employer contribution / active EE | $681 | $5,190-86.9% | $3,947-82.8% | $4,869-86.0% |
| Participant deferral / active EE | $2,878 | $4,969-42.1% | $3,930-26.8% | $5,287-45.6% |
| Admin fee / account holder | $13 | $8,625-99.9% | $6,418-99.8% | $10,133-99.9% |