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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 | $12,546 | $91,559-86.3% | $133,971-90.6% | $79,852-84.3% |
| Participation rate | 37.5% | 73.3%-35.8pp | 79.8%-42.3pp | 69.6%-32.1pp |
| Annual return | 31.82% | 61.85%-30.0pp | 45.09%-13.3pp | 31.72%+0.1pp |
| Employer contribution / active EE | $424 | $2,384-82.2% | $3,919-89.2% | $2,471-82.9% |
| Participant deferral / active EE | $1,982 | $3,734-46.9% | $5,047-60.7% | $3,740-47.0% |
| Admin fee / account holder | $242 | $6,321-96.2% | $8,929-97.3% | $5,306-95.4% |