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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 | $24,073 | $80,983-70.3% | $96,544-75.1% | $75,177-68.0% |
| Participation rate | 48.3% | 71.8%-23.5pp | 76.0%-27.7pp | 67.2%-18.9pp |
| Annual return | 23.20% | 27.05%-3.9pp | 25.88%-2.7pp | 160.75%-137.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,411 | $3,929-38.6% | $4,851-50.3% | $4,126-41.6% |
| Admin fee / account holder | $248 | $6,717-96.3% | $8,254-97.0% | $5,651-95.6% |