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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 | $13,759 | $87,834-84.3% | $133,975-89.7% | $62,881-78.1% |
| Participation rate | 22.9% | 83.4%-60.5pp | 87.1%-64.2pp | 69.3%-46.4pp |
| Annual return | 17.15% | 12.05%+5.1pp | 29.29%-12.1pp | 20.14%-3.0pp |
| Employer contribution / active EE | $406 | $3,482-88.4% | $5,211-92.2% | $2,281-82.2% |
| Participant deferral / active EE | $2,676 | $4,812-44.4% | $6,282-57.4% | $3,203-16.5% |
| Admin fee / account holder | $256 | $5,372-95.2% | $9,324-97.3% | $4,296-94.0% |