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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 | $14,837 | $56,894-73.9% | $84,753-82.5% | $62,881-76.4% |
| Participation rate | 38.5% | 68.5%-30.1pp | 76.6%-38.1pp | 69.3%-30.8pp |
| Annual return | 9.67% | 6.30%+3.4pp | 22.78%-13.1pp | 20.14%-10.5pp |
| Employer contribution / active EE | $395 | $2,400-83.5% | $3,574-88.9% | $2,281-82.7% |
| Participant deferral / active EE | $1,580 | $2,709-41.7% | $3,712-57.4% | $3,203-50.7% |
| Admin fee / account holder | $44 | $3,581-98.8% | $5,333-99.2% | $4,296-99.0% |