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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 | $13,360 | $56,054-76.2% | $171,082-92.2% | $62,881-78.8% |
| Participation rate | 57.1% | 62.9%-5.7pp | 76.7%-19.6pp | 69.3%-12.2pp |
| Annual return | 10.81% | 22.52%-11.7pp | 32.56%-21.7pp | 20.14%-9.3pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,891 | $3,158-8.5% | $4,797-39.7% | $3,203-9.8% |
| Admin fee / account holder | $119 | $3,647-96.7% | $8,520-98.6% | $4,296-97.2% |