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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 | $25,060 | $67,602-62.9% | $82,312-69.6% | $70,126-64.3% |
| Participation rate | 37.1% | 72.8%-35.7pp | 76.9%-39.8pp | 69.5%-32.4pp |
| Annual return | 22.35% | 21.57%+0.8pp | 25.88%-3.5pp | 73.15%-50.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,958 | $2,987-1.0% | $3,706-20.2% | $3,332-11.2% |
| Admin fee / account holder | $108 | $4,512-97.6% | $5,608-98.1% | $4,645-97.7% |