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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 | $22,747 | $140,592-83.8% | $123,105-81.5% | $125,389-81.9% |
| Participation rate | 60.0% | 88.2%-28.2pp | 86.8%-26.8pp | 83.2%-23.2pp |
| Annual return | 6.33% | 16.80%-10.5pp | 13.22%-6.9pp | 282.24%-275.9pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,200 | $6,980+3.1% | $6,229+15.6% | $5,352+34.5% |
| Admin fee / account holder | $5 | $11,198-100.0% | $9,014-99.9% | $9,541-99.9% |