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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 | $15,503 | $93,598-83.4% | $135,974-88.6% | $75,173-79.4% |
| Participation rate | 64.1% | 75.2%-11.1pp | 81.9%-17.8pp | 67.2%-3.1pp |
| Annual return | 20.26% | 30.89%-10.6pp | 68.30%-48.0pp | 160.72%-140.5pp |
| Employer contribution / active EE | $735 | $3,538-79.2% | $4,859-84.9% | $2,671-72.5% |
| Participant deferral / active EE | $4,099 | $6,405-36.0% | $7,760-47.2% | $4,126-0.7% |
| Admin fee / account holder | $204 | $6,978-97.1% | $10,767-98.1% | $5,651-96.4% |