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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 | $20,762 | $81,504-74.5% | $102,437-79.7% | $80,959-74.4% |
| Participation rate | 28.3% | 66.9%-38.6pp | 74.5%-46.2pp | 67.7%-39.4pp |
| Annual return | 16.35% | 25.60%-9.2pp | 24.95%-8.6pp | 35.67%-19.3pp |
| Employer contribution / active EE | $603 | $3,104-80.6% | $3,871-84.4% | $2,757-78.1% |
| Participant deferral / active EE | $1,778 | $3,871-54.1% | $5,060-64.9% | $4,300-58.7% |
| Admin fee / account holder | $96 | $6,719-98.6% | $8,388-98.9% | $6,925-98.6% |