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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 | $16,556 | $52,884-68.7% | $84,753-80.5% | $55,167-70.0% |
| Participation rate | 57.5% | 67.5%-10.0pp | 76.6%-19.0pp | 69.0%-11.4pp |
| Annual return | 6.96% | 18.03%-11.1pp | 22.78%-15.8pp | 169.23%-162.3pp |
| Employer contribution / active EE | $277 | $2,233-87.6% | $3,574-92.2% | $1,963-85.9% |
| Participant deferral / active EE | $2,668 | $2,644+0.9% | $3,712-28.1% | $3,054-12.6% |
| Admin fee / account holder | $67 | $581-88.5% | $5,333-98.7% | $504-86.7% |