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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 | $12,164 | $118,496-89.7% | $98,461-87.6% | $139,466-91.3% |
| Participation rate | 54.5% | 77.5%-22.9pp | 75.2%-20.6pp | 80.3%-25.8pp |
| Annual return | 23.75% | 18.96%+4.8pp | 21.17%+2.6pp | 373.66%-349.9pp |
| Employer contribution / active EE | $560 | $3,611-84.5% | $3,049-81.6% | $4,754-88.2% |
| Participant deferral / active EE | $3,673 | $5,393-31.9% | $4,738-22.5% | $6,712-45.3% |
| Admin fee / account holder | $147 | $14,056-99.0% | $8,961-98.4% | $11,409-98.7% |