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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 | $19,508 | $147,594-86.8% | $121,871-84.0% | $198,609-90.2% |
| Participation rate | 65.0% | 78.0%-13.0pp | 73.2%-8.2pp | 82.4%-17.4pp |
| Annual return | 15.56% | 12.94%+2.6pp | 13.57%+2.0pp | 202.70%-187.1pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $2,731-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,695 | $5,168-47.9% | $4,318-37.6% | $6,977-61.4% |
| Admin fee / account holder | $83 | $15,134-99.5% | $11,551-99.3% | $19,030-99.6% |