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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 | $8,824 | $83,898-89.5% | $133,346-93.4% | $94,015-90.6% |
| Participation rate | 61.5% | 63.4%-1.8pp | 72.8%-11.3pp | 70.8%-9.3pp |
| Annual return | 21.56% | 16.00%+5.6pp | 36.85%-15.3pp | 17.84%+3.7pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,263 | $3,245-30.2% | $4,332-47.8% | $4,249-46.7% |
| Admin fee / account holder | $261 | $7,809-96.7% | $14,264-98.2% | $8,951-97.1% |