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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 | $27,667 | $153,769-82.0% | $133,975-79.3% | $273,972-89.9% |
| Participation rate | 35.7% | 88.4%-52.7pp | 87.1%-51.4pp | 83.0%-47.3pp |
| Annual return | 8.87% | 36.51%-27.6pp | 29.29%-20.4pp | 41.46%-32.6pp |
| Employer contribution / active EE | $31 | $6,029-99.5% | $5,211-99.4% | $4,869-99.4% |
| Participant deferral / active EE | $4,383 | $6,958-37.0% | $6,282-30.2% | $5,287-17.1% |
| Admin fee / account holder | $124 | $11,765-98.9% | $9,324-98.7% | $10,133-98.8% |