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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 | $17,053 | $108,825-84.3% | $156,181-89.1% | $82,448-79.3% |
| Participation rate | 50.0% | 72.4%-22.4pp | 78.8%-28.8pp | 68.1%-18.1pp |
| Annual return | 19.59% | 20.59%-1.0pp | 64.87%-45.3pp | 41.64%-22.1pp |
| Employer contribution / active EE | $259 | $2,870-91.0% | $4,294-94.0% | $2,551-89.9% |
| Participant deferral / active EE | $2,016 | $4,577-56.0% | $6,132-67.1% | $4,139-51.3% |
| Admin fee / account holder | $47 | $9,341-99.5% | $14,586-99.7% | $7,234-99.3% |