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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 | $21,359 | $67,602-68.4% | $82,312-74.1% | $70,126-69.5% |
| Participation rate | 65.6% | 72.8%-7.1pp | 76.9%-11.3pp | 69.5%-3.9pp |
| Annual return | 19.25% | 21.57%-2.3pp | 25.88%-6.6pp | 73.15%-53.9pp |
| Employer contribution / active EE | $334 | $1,755-81.0% | $2,428-86.3% | $2,343-85.7% |
| Participant deferral / active EE | $1,488 | $2,987-50.2% | $3,706-59.9% | $3,332-55.3% |
| Admin fee / account holder | $58 | $4,512-98.7% | $5,608-99.0% | $4,645-98.7% |