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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 | $28,140 | $87,834-68.0% | $133,975-79.0% | $62,881-55.2% |
| Participation rate | 68.5% | 83.4%-14.9pp | 87.1%-18.5pp | 69.3%-0.8pp |
| Annual return | 0.00% | 12.05%-12.1pp | 29.29%-29.3pp | 20.14%-20.1pp |
| Employer contribution / active EE | $566 | $3,482-83.7% | $5,211-89.1% | $2,281-75.2% |
| Participant deferral / active EE | $3,558 | $4,812-26.0% | $6,282-43.4% | $3,203+11.1% |
| Admin fee / account holder | $94 | $5,372-98.3% | $9,324-99.0% | $4,296-97.8% |