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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 | $13,568 | $181,896-92.5% | $156,551-91.3% | $273,972-95.0% |
| Participation rate | 33.3% | 88.4%-55.1pp | 84.0%-50.7pp | 83.0%-49.7pp |
| Annual return | 7.37% | 30.74%-23.4pp | 32.23%-24.9pp | 41.46%-34.1pp |
| Employer contribution / active EE | $404 | $6,248-93.5% | $5,501-92.7% | $4,869-91.7% |
| Participant deferral / active EE | $2,879 | $5,550-48.1% | $4,871-40.9% | $5,287-45.5% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |