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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 | $12,819 | $58,493-78.1% | $84,023-84.7% | $72,976-82.4% |
| Participation rate | 51.2% | 61.2%-10.0pp | 69.0%-17.8pp | 69.5%-18.3pp |
| Annual return | 23.36% | 28.93%-5.6pp | 71.32%-48.0pp | 81.02%-57.7pp |
| Employer contribution / active EE | $51 | $1,163-95.6% | $1,984-97.4% | $2,440-97.9% |
| Participant deferral / active EE | $1,725 | $2,394-27.9% | $3,239-46.7% | $3,608-52.2% |
| Admin fee / account holder | $295 | $4,569-93.5% | $6,102-95.2% | $5,124-94.2% |