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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 | $20,027 | $93,598-78.6% | $135,974-85.3% | $75,173-73.4% |
| Participation rate | 65.6% | 75.2%-9.6pp | 81.9%-16.3pp | 67.2%-1.6pp |
| Annual return | 18.94% | 30.89%-11.9pp | 68.30%-49.4pp | 160.72%-141.8pp |
| Employer contribution / active EE | $17 | $3,538-99.5% | $4,859-99.6% | $2,671-99.4% |
| Participant deferral / active EE | $5,510 | $6,405-14.0% | $7,760-29.0% | $4,126+33.5% |
| Admin fee / account holder | $29 | $6,978-99.6% | $10,767-99.7% | $5,651-99.5% |