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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 | $136,860-84.2% | $120,344-82.1% | $154,746-86.1% |
| Participation rate | 33.3% | 79.9%-46.6pp | 76.7%-43.4pp | 80.7%-47.4pp |
| Annual return | 20.41% | 21.38%-1.0pp | 20.30%+0.1pp | 172.34%-151.9pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,052 | $5,793-30.1% | $5,135-21.1% | $6,730-39.8% |
| Admin fee / account holder | $71 | $15,393-99.5% | $12,742-99.4% | $14,365-99.5% |