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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 | $20,104 | $181,896-88.9% | $156,551-87.2% | $273,972-92.7% |
| Participation rate | 40.0% | 88.4%-48.4pp | 84.0%-44.0pp | 83.0%-43.0pp |
| Annual return | 11.43% | 30.74%-19.3pp | 32.23%-20.8pp | 41.46%-30.0pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,049 | $5,550-63.1% | $4,871-57.9% | $5,287-61.2% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |