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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 | $13,333 | $78,428-83.0% | $95,960-86.1% | $79,852-83.3% |
| Participation rate | 48.3% | 73.5%-25.2pp | 77.1%-28.8pp | 69.6%-21.4pp |
| Annual return | 13.38% | 19.37%-6.0pp | 91.63%-78.3pp | 31.72%-18.3pp |
| Employer contribution / active EE | $16 | $1,945-99.2% | $2,541-99.4% | $2,471-99.4% |
| Participant deferral / active EE | $2,602 | $3,440-24.4% | $4,167-37.6% | $3,740-30.4% |
| Admin fee / account holder | $209 | $5,622-96.3% | $6,797-96.9% | $5,306-96.1% |