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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 | $14,375 | $104,098-86.2% | $140,514-89.8% | $94,015-84.7% |
| Participation rate | 60.0% | 73.7%-13.7pp | 77.8%-17.8pp | 70.8%-10.8pp |
| Annual return | 196.70% | 15.14%+181.6pp | 14.36%+182.3pp | 17.84%+178.9pp |
| Employer contribution / active EE | $589 | $2,388-75.3% | $3,378-82.6% | $2,790-78.9% |
| Participant deferral / active EE | $3,519 | $4,033-12.7% | $4,919-28.5% | $4,249-17.2% |
| Admin fee / account holder | $215 | $10,439-97.9% | $13,697-98.4% | $8,951-97.6% |