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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 | $17,337 | $140,592-87.7% | $123,105-85.9% | $125,389-86.2% |
| Participation rate | 63.6% | 88.2%-24.6pp | 86.8%-23.1pp | 83.2%-19.6pp |
| Annual return | -2.45% | 16.80%-19.2pp | 13.22%-15.7pp | 282.24%-284.7pp |
| Employer contribution / active EE | $1,093 | $6,041-81.9% | $5,151-78.8% | $4,866-77.5% |
| Participant deferral / active EE | $5,788 | $6,980-17.1% | $6,229-7.1% | $5,352+8.2% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |