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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 | $28,914 | $101,778-71.6% | $164,975-82.5% | $80,925-64.3% |
| Participation rate | 45.6% | 71.8%-26.2pp | 78.6%-33.0pp | 67.7%-22.0pp |
| Annual return | 20.04% | 16.73%+3.3pp | 70.12%-50.1pp | 35.65%-15.6pp |
| Employer contribution / active EE | $497 | $2,954-83.2% | $4,343-88.6% | $2,756-82.0% |
| Participant deferral / active EE | $2,256 | $4,477-49.6% | $6,033-62.6% | $4,299-47.5% |
| Admin fee / account holder | $159 | $8,221-98.1% | $12,688-98.8% | $6,940-97.7% |