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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 | $15,272 | $46,877-67.4% | $122,354-87.5% | $70,126-78.2% |
| Participation rate | 38.1% | 58.2%-20.1pp | 71.6%-33.5pp | 69.5%-31.4pp |
| Annual return | 17.36% | 24.22%-6.9pp | 30.28%-12.9pp | 73.15%-55.8pp |
| Employer contribution / active EE | $125 | $1,288-90.3% | $4,051-96.9% | $2,343-94.7% |
| Participant deferral / active EE | $868 | $2,167-59.9% | $3,287-73.6% | $3,332-73.9% |
| Admin fee / account holder | $202 | $3,324-93.9% | $5,479-96.3% | $4,645-95.6% |