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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 | $12,301 | $99,345-87.6% | $84,753-85.5% | $273,972-95.5% |
| Participation rate | 69.2% | 80.7%-11.5pp | 76.6%-7.4pp | 83.0%-13.8pp |
| Annual return | 5.58% | 22.93%-17.3pp | 22.78%-17.2pp | 41.46%-35.9pp |
| Employer contribution / active EE | $457 | $4,214-89.2% | $3,574-87.2% | $4,869-90.6% |
| Participant deferral / active EE | $1,853 | $4,270-56.6% | $3,712-50.1% | $5,287-65.0% |
| Admin fee / account holder | $218 | $6,645-96.7% | $5,333-95.9% | $10,133-97.9% |