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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 | $11,160 | $80,763-86.2% | $102,412-89.1% | $74,459-85.0% |
| Participation rate | 66.7% | 65.7%+1.0pp | 74.5%-7.8pp | 67.2%-0.6pp |
| Annual return | 14.92% | 27.57%-12.7pp | 24.94%-10.0pp | 1369.70%-1354.8pp |
| Employer contribution / active EE | $580 | $3,160-81.6% | $3,870-85.0% | $2,626-77.9% |
| Participant deferral / active EE | $1,718 | $3,862-55.5% | $5,060-66.0% | $4,350-60.5% |
| Admin fee / account holder | $211 | $2,371-91.1% | $8,388-97.5% | $1,945-89.1% |