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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 | $15,781 | $163,687-90.4% | $108,745-85.5% | $273,972-94.2% |
| Participation rate | 60.0% | 82.3%-22.3pp | 77.7%-17.7pp | 83.0%-23.0pp |
| Annual return | 17.44% | 31.16%-13.7pp | 46.22%-28.8pp | 41.46%-24.0pp |
| Employer contribution / active EE | $473 | $4,711-90.0% | $3,323-85.8% | $4,869-90.3% |
| Participant deferral / active EE | $4,800 | $7,155-32.9% | $5,121-6.3% | $5,287-9.2% |
| Admin fee / account holder | $67 | $12,890-99.5% | $6,144-98.9% | $10,133-99.3% |