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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 | $15,867 | $153,769-89.7% | $133,975-88.2% | $273,972-94.2% |
| Participation rate | 33.3% | 88.4%-55.0pp | 87.1%-53.7pp | 83.0%-49.7pp |
| Annual return | 40.59% | 36.51%+4.1pp | 29.29%+11.3pp | 41.46%-0.9pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,400 | $6,958-36.8% | $6,282-30.0% | $5,287-16.8% |
| Admin fee / account holder | $99 | $11,765-99.2% | $9,324-98.9% | $10,133-99.0% |