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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 | $11,529 | $107,733-89.3% | $92,985-87.6% | $154,746-92.5% |
| Participation rate | 33.3% | 74.6%-41.2pp | 69.5%-36.2pp | 80.7%-47.4pp |
| Annual return | 32.82% | 30.39%+2.4pp | 27.99%+4.8pp | 172.34%-139.5pp |
| Employer contribution / active EE | $492 | $3,126-84.3% | $2,662-81.5% | $4,379-88.8% |
| Participant deferral / active EE | $1,611 | $5,053-68.1% | $4,377-63.2% | $6,730-76.1% |
| Admin fee / account holder | $18 | $11,369-99.8% | $9,463-99.8% | $14,365-99.9% |