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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 | $17,628 | $83,485-78.9% | $125,195-85.9% | $72,976-75.8% |
| Participation rate | 31.1% | 73.3%-42.2pp | 79.8%-48.7pp | 69.5%-38.4pp |
| Annual return | 27.17% | 25.77%+1.4pp | 43.79%-16.6pp | 81.02%-53.8pp |
| Employer contribution / active EE | $175 | $2,346-92.5% | $3,866-95.5% | $2,440-92.8% |
| Participant deferral / active EE | $2,200 | $3,586-38.6% | $4,937-55.4% | $3,608-39.0% |
| Admin fee / account holder | $186 | $5,518-96.6% | $9,704-98.1% | $5,124-96.4% |