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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 | $30,828 | $95,453-67.7% | $112,040-72.5% | $82,448-62.6% |
| Participation rate | 45.7% | 72.8%-27.0pp | 76.5%-30.8pp | 68.1%-22.4pp |
| Annual return | 20.52% | 23.92%-3.4pp | 24.52%-4.0pp | 41.64%-21.1pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,486 | $4,224-41.1% | $5,098-51.2% | $4,139-39.9% |
| Admin fee / account holder | $255 | $9,013-97.2% | $12,098-97.9% | $7,234-96.5% |