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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 | $101,795-71.6% | $165,100-82.5% | $80,959-64.3% |
| Participation rate | 45.6% | 71.8%-26.2pp | 78.6%-33.0pp | 67.7%-22.1pp |
| Annual return | 20.04% | 16.73%+3.3pp | 70.21%-50.2pp | 35.67%-15.6pp |
| Employer contribution / active EE | $497 | $2,954-83.2% | $4,348-88.6% | $2,757-82.0% |
| Participant deferral / active EE | $2,256 | $4,476-49.6% | $6,035-62.6% | $4,300-47.5% |
| Admin fee / account holder | $159 | $8,221-98.1% | $12,696-98.8% | $6,925-97.7% |