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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 | $45,190 | $171,008-73.6% | $163,428-72.3% | $287,034-84.3% |
| Participation rate | 63.2% | 20.1%+43.1pp | 15.9%+47.2pp | 55.9%+7.3pp |
| Annual return | 6.88% | 9.19%-2.3pp | 9.36%-2.5pp | 24.44%-17.6pp |
| Employer contribution / active EE | $1,316 | $35,866-96.3% | $31,270-95.8% | $41,344-96.8% |
| Participant deferral / active EE | $0 | $149-100.0% | $263-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,697-100.0% | $9,460-100.0% | $22,013-100.0% |