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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 | $12,448 | $63,114-80.3% | $92,903-86.6% | $65,185-80.9% |
| Participation rate | 63.7% | 68.8%-5.0pp | 76.0%-12.3pp | 70.2%-6.5pp |
| Annual return | 22.47% | 28.75%-6.3pp | 109.43%-87.0pp | 29.38%-6.9pp |
| Employer contribution / active EE | $338 | $2,571-86.8% | $3,653-90.7% | $2,177-84.5% |
| Participant deferral / active EE | $1,534 | $3,108-50.7% | $4,238-63.8% | $3,514-56.4% |
| Admin fee / account holder | $80 | $624-87.1% | $5,795-98.6% | $847-90.5% |