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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 | $15,281 | $72,273-78.9% | $101,275-84.9% | $79,856-80.9% |
| Participation rate | 15.2% | 68.5%-53.3pp | 75.8%-60.7pp | 69.6%-54.5pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.48%-46.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $277 | $2,691-89.7% | $3,660-92.4% | $2,471-88.8% |
| Participant deferral / active EE | $1,799 | $3,282-45.2% | $4,371-58.8% | $3,741-51.9% |
| Admin fee / account holder | $5 | $4,401-99.9% | $5,948-99.9% | $5,306-99.9% |