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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 | $16,041 | $104,251-84.6% | $91,004-82.4% | $147,585-89.1% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.6%-8.9pp | 82.8%-16.2pp |
| Annual return | 17.65% | 27.06%-9.4pp | 4.60%+13.1pp | 578.58%-560.9pp |
| Employer contribution / active EE | $317 | $3,116-89.8% | $2,456-87.1% | $4,876-93.5% |
| Participant deferral / active EE | $1,624 | $4,195-61.3% | $3,548-54.2% | $5,439-70.1% |
| Admin fee / account holder | $203 | $8,948-97.7% | $5,417-96.3% | $10,886-98.1% |