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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 | $24,223 | $181,896-86.7% | $156,551-84.5% | $273,972-91.2% |
| Participation rate | 57.1% | 88.4%-31.2pp | 84.0%-26.9pp | 83.0%-25.9pp |
| Annual return | 8.84% | 30.74%-21.9pp | 32.23%-23.4pp | 41.46%-32.6pp |
| Employer contribution / active EE | $326 | $6,248-94.8% | $5,501-94.1% | $4,869-93.3% |
| Participant deferral / active EE | $2,906 | $5,550-47.6% | $4,871-40.3% | $5,287-45.0% |
| Admin fee / account holder | $47 | $15,560-99.7% | $13,028-99.6% | $10,133-99.5% |