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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 | $20,951 | $114,712-81.7% | $173,730-87.9% | $87,485-76.1% |
| Participation rate | 61.1% | 73.0%-11.9pp | 79.6%-18.5pp | 68.9%-7.8pp |
| Annual return | 19.10% | 20.18%-1.1pp | 19.96%-0.9pp | 26.06%-7.0pp |
| Employer contribution / active EE | $204 | $2,904-93.0% | $4,577-95.6% | $2,596-92.2% |
| Participant deferral / active EE | $2,894 | $4,642-37.7% | $6,326-54.3% | $4,274-32.3% |
| Admin fee / account holder | $249 | $10,210-97.6% | $17,523-98.6% | $7,775-96.8% |