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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 | $136,860-90.6% | $120,344-89.4% | $154,746-91.7% |
| Participation rate | 57.9% | 79.9%-22.0pp | 76.7%-18.8pp | 80.7%-22.8pp |
| Annual return | 26.06% | 21.38%+4.7pp | 20.30%+5.8pp | 172.34%-146.3pp |
| Employer contribution / active EE | $527 | $3,533-85.1% | $3,020-82.6% | $4,379-88.0% |
| Participant deferral / active EE | $3,133 | $5,793-45.9% | $5,135-39.0% | $6,730-53.4% |
| Admin fee / account holder | $127 | $15,393-99.2% | $12,742-99.0% | $14,365-99.1% |