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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 | $11,874 | $52,306-77.3% | $69,779-83.0% | $62,881-81.1% |
| Participation rate | 13.5% | 67.2%-53.7pp | 71.8%-58.3pp | 69.3%-55.8pp |
| Annual return | 12.05% | 13.35%-1.3pp | 12.99%-0.9pp | 20.14%-8.1pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,025 | $2,395-57.2% | $2,931-65.0% | $3,203-68.0% |
| Admin fee / account holder | $50 | $3,691-98.6% | $4,381-98.9% | $4,296-98.8% |