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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 | $21,969 | $153,769-85.7% | $133,975-83.6% | $273,972-92.0% |
| Participation rate | 63.6% | 88.4%-24.7pp | 87.1%-23.4pp | 83.0%-19.4pp |
| Annual return | 4.10% | 36.51%-32.4pp | 29.29%-25.2pp | 41.46%-37.4pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,509 | $6,958-63.9% | $6,282-60.1% | $5,287-52.5% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |