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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 | $15,567 | $63,082-75.3% | $81,716-80.9% | $79,852-80.5% |
| Participation rate | 49.1% | 67.5%-18.4pp | 72.0%-22.9pp | 69.6%-20.5pp |
| Annual return | 28.54% | 22.66%+5.9pp | 29.49%-1.0pp | 31.72%-3.2pp |
| Employer contribution / active EE | $162 | $1,795-91.0% | $4,310-96.2% | $2,471-93.4% |
| Participant deferral / active EE | $1,626 | $2,780-41.5% | $7,108-77.1% | $3,740-56.5% |
| Admin fee / account holder | $272 | $4,428-93.9% | $5,159-94.7% | $5,306-94.9% |