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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 | $12,815 | $138,312-90.7% | $122,979-89.6% | $155,188-91.7% |
| Participation rate | 57.9% | 80.2%-22.3pp | 77.2%-19.3pp | 80.8%-22.9pp |
| Annual return | 26.06% | 22.06%+4.0pp | 20.12%+5.9pp | 148.84%-122.8pp |
| Employer contribution / active EE | $527 | $3,530-85.1% | $3,062-82.8% | $4,248-87.6% |
| Participant deferral / active EE | $3,133 | $5,592-44.0% | $5,003-37.4% | $6,531-52.0% |
| Admin fee / account holder | $127 | $15,089-99.2% | $12,864-99.0% | $14,480-99.1% |