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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 | $13,026 | $153,769-91.5% | $133,975-90.3% | $273,972-95.2% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 6.74% | 36.51%-29.8pp | 29.29%-22.6pp | 41.46%-34.7pp |
| Employer contribution / active EE | $512 | $6,029-91.5% | $5,211-90.2% | $4,869-89.5% |
| Participant deferral / active EE | $2,617 | $6,958-62.4% | $6,282-58.3% | $5,287-50.5% |
| Admin fee / account holder | $144 | $11,765-98.8% | $9,324-98.5% | $10,133-98.6% |