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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 | $19,161 | $81,446-76.5% | $103,374-81.5% | $80,874-76.3% |
| Participation rate | 33.3% | 66.9%-33.5pp | 74.5%-41.2pp | 67.6%-34.3pp |
| Annual return | 14.10% | 25.57%-11.5pp | 24.89%-10.8pp | 35.62%-21.5pp |
| Employer contribution / active EE | $634 | $3,107-79.6% | $3,869-83.6% | $2,756-77.0% |
| Participant deferral / active EE | $1,827 | $3,870-52.8% | $5,058-63.9% | $4,297-57.5% |
| Admin fee / account holder | $230 | $6,715-96.6% | $8,394-97.3% | $6,935-96.7% |