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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 | $24,103 | $91,559-73.7% | $133,971-82.0% | $79,852-69.8% |
| Participation rate | 69.2% | 73.3%-4.1pp | 79.8%-10.6pp | 69.6%-0.4pp |
| Annual return | 29.53% | 61.85%-32.3pp | 45.09%-15.6pp | 31.72%-2.2pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,483 | $3,734+20.1% | $5,047-11.2% | $3,740+19.9% |
| Admin fee / account holder | $221 | $6,321-96.5% | $8,929-97.5% | $5,306-95.8% |