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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 | $29,703 | $138,393-78.5% | $184,256-83.9% | $80,959-63.3% |
| Participation rate | 67.7% | 83.9%-16.2pp | 86.8%-19.1pp | 67.7%+0.1pp |
| Annual return | 21.41% | 20.01%+1.4pp | 28.85%-7.4pp | 35.67%-14.3pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,161 | $7,076-12.9% | $9,133-32.5% | $4,300+43.3% |
| Admin fee / account holder | $16 | $10,489-99.8% | $13,899-99.9% | $6,925-99.8% |