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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 | $20,652 | $80,983-74.5% | $96,544-78.6% | $75,177-72.5% |
| Participation rate | 69.0% | 71.8%-2.7pp | 76.0%-6.9pp | 67.2%+1.8pp |
| Annual return | 14.98% | 27.05%-12.1pp | 25.88%-10.9pp | 160.75%-145.8pp |
| Employer contribution / active EE | $475 | $2,282-79.2% | $2,966-84.0% | $2,671-82.2% |
| Participant deferral / active EE | $2,056 | $3,929-47.7% | $4,851-57.6% | $4,126-50.2% |
| Admin fee / account holder | $4 | $6,717-99.9% | $8,254-100.0% | $5,651-99.9% |