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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 | $18,231 | $93,617-80.5% | $135,982-86.6% | $75,177-75.7% |
| Participation rate | 41.2% | 75.2%-34.0pp | 81.9%-40.7pp | 67.2%-26.0pp |
| Annual return | 20.39% | 30.89%-10.5pp | 68.32%-47.9pp | 160.75%-140.4pp |
| Employer contribution / active EE | $229 | $3,538-93.5% | $4,859-95.3% | $2,671-91.4% |
| Participant deferral / active EE | $3,825 | $6,406-40.3% | $7,760-50.7% | $4,126-7.3% |
| Admin fee / account holder | $54 | $6,980-99.2% | $10,767-99.5% | $5,651-99.0% |