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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 | $24,117 | $67,602-64.3% | $82,312-70.7% | $70,126-65.6% |
| Participation rate | 62.9% | 72.8%-9.9pp | 76.9%-14.0pp | 69.5%-6.7pp |
| Annual return | 19.24% | 21.57%-2.3pp | 25.88%-6.6pp | 73.15%-53.9pp |
| Employer contribution / active EE | $277 | $1,755-84.2% | $2,428-88.6% | $2,343-88.2% |
| Participant deferral / active EE | $2,261 | $2,987-24.3% | $3,706-39.0% | $3,332-32.1% |
| Admin fee / account holder | $162 | $4,512-96.4% | $5,608-97.1% | $4,645-96.5% |