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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 | $11,155 | $81,504-86.3% | $102,437-89.1% | $80,959-86.2% |
| Participation rate | 26.9% | 66.9%-39.9pp | 74.5%-47.6pp | 67.7%-40.7pp |
| Annual return | 0.00% | 25.60%-25.6pp | 24.95%-24.9pp | 35.67%-35.7pp |
| Employer contribution / active EE | $645 | $3,104-79.2% | $3,871-83.3% | $2,757-76.6% |
| Participant deferral / active EE | $2,208 | $3,871-43.0% | $5,060-56.4% | $4,300-48.7% |
| Admin fee / account holder | $25 | $6,719-99.6% | $8,388-99.7% | $6,925-99.6% |