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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 | $21,358 | $82,523-74.1% | $115,752-81.5% | $70,124-69.5% |
| Participation rate | 43.2% | 74.0%-30.7pp | 77.8%-34.5pp | 69.5%-26.3pp |
| Annual return | 17.22% | 28.22%-11.0pp | 19.41%-2.2pp | 73.14%-55.9pp |
| Employer contribution / active EE | $0 | $2,758-100.0% | $3,492-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,819 | $4,062-6.0% | $5,204-26.6% | $3,332+14.6% |
| Admin fee / account holder | $158 | $4,552-96.5% | $6,278-97.5% | $4,645-96.6% |