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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 | $16,212 | $199,109-91.9% | $173,730-90.7% | $154,746-89.5% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 32.18% | 20.02%+12.2pp | 19.96%+12.2pp | 172.34%-140.2pp |
| Employer contribution / active EE | $1,038 | $5,311-80.5% | $4,577-77.3% | $4,379-76.3% |
| Participant deferral / active EE | $5,862 | $7,113-17.6% | $6,326-7.3% | $6,730-12.9% |
| Admin fee / account holder | $178 | $20,916-99.1% | $17,523-99.0% | $14,365-98.8% |