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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 | $17,195 | $88,707-80.6% | $74,184-76.8% | $273,972-93.7% |
| Participation rate | 58.3% | 79.4%-21.1pp | 76.6%-18.3pp | 83.0%-24.7pp |
| Annual return | 7.08% | 11.94%-4.9pp | 17.74%-10.7pp | 41.46%-34.4pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,375 | $4,212-67.3% | $3,550-61.3% | $5,287-74.0% |
| Admin fee / account holder | $16 | $8,717-99.8% | $5,586-99.7% | $10,133-99.8% |