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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 | $15,929 | $67,606-76.4% | $82,313-80.6% | $70,124-77.3% |
| Participation rate | 41.5% | 72.8%-31.3pp | 76.9%-35.4pp | 69.5%-28.1pp |
| Annual return | 20.17% | 21.57%-1.4pp | 25.88%-5.7pp | 73.14%-53.0pp |
| Employer contribution / active EE | $207 | $1,755-88.2% | $2,428-91.5% | $2,342-91.1% |
| Participant deferral / active EE | $2,516 | $2,987-15.8% | $3,706-32.1% | $3,332-24.5% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |