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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 | $13,761 | $65,367-78.9% | $92,915-85.2% | $72,976-81.1% |
| Participation rate | 36.7% | 68.3%-31.6pp | 76.0%-39.3pp | 69.5%-32.8pp |
| Annual return | 19.96% | 42.11%-22.1pp | 109.45%-89.5pp | 81.02%-61.1pp |
| Employer contribution / active EE | $343 | $2,594-86.8% | $3,653-90.6% | $2,440-85.9% |
| Participant deferral / active EE | $1,852 | $3,128-40.8% | $4,238-56.3% | $3,608-48.7% |
| Admin fee / account holder | $90 | $4,251-97.9% | $5,796-98.4% | $5,124-98.2% |