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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 | $16,730 | $135,956-87.7% | $123,894-86.5% | $273,972-93.9% |
| Participation rate | 45.8% | 84.1%-38.2pp | 81.4%-35.6pp | 83.0%-37.2pp |
| Annual return | 8.30% | 56.63%-48.3pp | 47.52%-39.2pp | 41.46%-33.2pp |
| Employer contribution / active EE | $493 | $5,170-90.5% | $4,617-89.3% | $4,869-89.9% |
| Participant deferral / active EE | $2,149 | $6,343-66.1% | $5,984-64.1% | $5,287-59.4% |
| Admin fee / account holder | $232 | $9,817-97.6% | $8,357-97.2% | $10,133-97.7% |