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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 | $16,338 | $98,766-83.5% | $149,730-89.1% | $79,852-79.5% |
| Participation rate | 39.3% | 75.8%-36.5pp | 82.5%-43.2pp | 69.6%-30.4pp |
| Annual return | 29.00% | 27.43%+1.6pp | 276.70%-247.7pp | 31.72%-2.7pp |
| Employer contribution / active EE | $178 | $3,217-94.5% | $4,645-96.2% | $2,471-92.8% |
| Participant deferral / active EE | $4,010 | $5,681-29.4% | $6,843-41.4% | $3,740+7.2% |
| Admin fee / account holder | $221 | $6,052-96.3% | $9,310-97.6% | $5,306-95.8% |