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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 | $20,075 | $123,000-83.7% | $105,582-81.0% | $198,609-89.9% |
| Participation rate | 47.8% | 76.8%-28.9pp | 71.8%-23.9pp | 82.4%-34.6pp |
| Annual return | 18.36% | 18.31%0pp | 18.61%-0.3pp | 202.70%-184.3pp |
| Employer contribution / active EE | $598 | $3,582-83.3% | $2,984-80.0% | $5,055-88.2% |
| Participant deferral / active EE | $2,701 | $5,013-46.1% | $4,353-37.9% | $6,977-61.3% |
| Admin fee / account holder | $225 | $16,254-98.6% | $12,856-98.2% | $19,030-98.8% |