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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 | $15,859 | $80,992-80.4% | $96,534-83.6% | $75,173-78.9% |
| Participation rate | 57.7% | 71.8%-14.1pp | 76.0%-18.3pp | 67.2%-9.5pp |
| Annual return | 14.58% | 27.05%-12.5pp | 25.88%-11.3pp | 160.72%-146.1pp |
| Employer contribution / active EE | $173 | $2,283-92.4% | $2,965-94.2% | $2,671-93.5% |
| Participant deferral / active EE | $2,519 | $3,929-35.9% | $4,851-48.1% | $4,126-39.0% |
| Admin fee / account holder | $1 | $6,717-100.0% | $8,253-100.0% | $5,651-100.0% |