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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 | $21,562 | $167,415-87.1% | $140,514-84.7% | $198,609-89.1% |
| Participation rate | 33.3% | 80.9%-47.5pp | 77.8%-44.5pp | 82.4%-49.0pp |
| Annual return | 20.41% | 13.85%+6.6pp | 14.36%+6.1pp | 202.70%-182.3pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,052 | $5,579-27.4% | $4,919-17.6% | $6,977-41.9% |
| Admin fee / account holder | $71 | $16,730-99.6% | $13,697-99.5% | $19,030-99.6% |