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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 | $10,496 | $99,345-89.4% | $84,753-87.6% | $273,972-96.2% |
| Participation rate | 29.2% | 80.7%-51.5pp | 76.6%-47.4pp | 83.0%-53.8pp |
| Annual return | 12.12% | 22.93%-10.8pp | 22.78%-10.7pp | 41.46%-29.3pp |
| Employer contribution / active EE | $551 | $4,214-86.9% | $3,574-84.6% | $4,869-88.7% |
| Participant deferral / active EE | $2,109 | $4,270-50.6% | $3,712-43.2% | $5,287-60.1% |
| Admin fee / account holder | $61 | $6,645-99.1% | $5,333-98.9% | $10,133-99.4% |