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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 | $20,175 | $67,602-70.2% | $82,312-75.5% | $70,126-71.2% |
| Participation rate | 57.5% | 72.8%-15.2pp | 76.9%-19.4pp | 69.5%-12.0pp |
| Annual return | 29.64% | 21.57%+8.1pp | 25.88%+3.8pp | 73.15%-43.5pp |
| Employer contribution / active EE | $255 | $1,755-85.5% | $2,428-89.5% | $2,343-89.1% |
| Participant deferral / active EE | $2,212 | $2,987-26.0% | $3,706-40.3% | $3,332-33.6% |
| Admin fee / account holder | $24 | $4,512-99.5% | $5,608-99.6% | $4,645-99.5% |