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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 | $13,689 | $41,377-66.9% | $109,313-87.5% | $62,881-78.2% |
| Participation rate | 63.6% | 57.5%+6.1pp | 71.3%-7.6pp | 69.3%-5.7pp |
| Annual return | 10.54% | 11.05%-0.5pp | 22.07%-11.5pp | 20.14%-9.6pp |
| Employer contribution / active EE | $215 | $1,276-83.1% | $3,892-94.5% | $2,281-90.6% |
| Participant deferral / active EE | $1,883 | $2,045-7.9% | $3,166-40.5% | $3,203-41.2% |
| Admin fee / account holder | $49 | $2,884-98.3% | $5,666-99.1% | $4,296-98.9% |