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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 | $30,910 | $153,769-79.9% | $133,975-76.9% | $273,972-88.7% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 9.68% | 36.51%-26.8pp | 29.29%-19.6pp | 41.46%-31.8pp |
| Employer contribution / active EE | $1,129 | $6,029-81.3% | $5,211-78.3% | $4,869-76.8% |
| Participant deferral / active EE | $5,531 | $6,958-20.5% | $6,282-12.0% | $5,287+4.6% |
| Admin fee / account holder | $23 | $11,765-99.8% | $9,324-99.8% | $10,133-99.8% |