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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 | $19,084 | $59,006-67.7% | $97,260-80.4% | $74,459-74.4% |
| Participation rate | 46.6% | 63.7%-17.2pp | 72.7%-26.1pp | 67.2%-20.7pp |
| Annual return | 12.81% | 16.04%-3.2pp | 75.54%-62.7pp | 1369.70%-1356.9pp |
| Employer contribution / active EE | $97 | $1,894-94.9% | $2,721-96.4% | $2,626-96.3% |
| Participant deferral / active EE | $1,540 | $3,671-58.0% | $4,262-63.9% | $4,350-64.6% |
| Admin fee / account holder | $182 | $1,974-90.8% | $5,640-96.8% | $1,945-90.7% |