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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 | $7,156 | $124,980-94.3% | $108,359-93.4% | $154,746-95.4% |
| Participation rate | 60.0% | 75.2%-15.2pp | 70.1%-10.1pp | 80.7%-20.7pp |
| Annual return | 18.14% | 45.00%-26.9pp | 36.89%-18.8pp | 172.34%-154.2pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,353 | $4,743-71.5% | $4,137-67.3% | $6,730-79.9% |
| Admin fee / account holder | $113 | $11,502-99.0% | $9,741-98.8% | $14,365-99.2% |