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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 | $5,654 | $41,377-86.3% | $109,313-94.8% | $62,881-91.0% |
| Participation rate | 32.9% | 57.5%-24.7pp | 71.3%-38.4pp | 69.3%-36.4pp |
| Annual return | 33.50% | 11.05%+22.5pp | 22.07%+11.4pp | 20.14%+13.4pp |
| Employer contribution / active EE | $202 | $1,276-84.2% | $3,892-94.8% | $2,281-91.2% |
| Participant deferral / active EE | $1,445 | $2,045-29.4% | $3,166-54.4% | $3,203-54.9% |
| Admin fee / account holder | $193 | $2,884-93.3% | $5,666-96.6% | $4,296-95.5% |