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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 | $23,129 | $181,896-87.3% | $156,551-85.2% | $273,972-91.6% |
| Participation rate | 33.3% | 88.4%-55.1pp | 84.0%-50.7pp | 83.0%-49.7pp |
| Annual return | 6.75% | 30.74%-24.0pp | 32.23%-25.5pp | 41.46%-34.7pp |
| Employer contribution / active EE | $1,177 | $6,248-81.2% | $5,501-78.6% | $4,869-75.8% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $149 | $15,560-99.0% | $13,028-98.9% | $10,133-98.5% |